Case Studies
Case Study 5: Financial Planning for Retirement
January 4, 2025
Client Profile A financial planning firm needed a tool to help clients visualize their retirement savings projections. The firm required custom bank statements that reflected
Case Study 4: Financial Literacy Workshop for Adults
December 15, 2024
Client Profile A community organization dedicated to financial literacy offered a workshop for adults aimed at teaching basic financial skills. The program sought realistic tools
Case Study 3: Personal Budgeting Practice for a Financial Coach
December 6, 2024
Client Profile A financial coach specializing in personal budgeting and financial wellness wanted custom bank statements for use in client sessions. The coach aimed to
Case Study 1: Educational Financial Literacy Program
November 14, 2024
Client Profile An educational nonprofit organization aimed at improving financial literacy among high school students sought a reliable way to teach practical budgeting skills in
