Grace

Grace* is a 32-year-old marketing manager living in Dallas, Texas. She stumbled upon Moneystart while browsing through Instagram reels during her lunch breaks.

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When she came to us, Grace often found herself feeling overwhelmed when it came to managing her finances, despite earning a comfortable salary. She had a strong desire to gain control over her money, create a solid financial plan, and save for her long-term goals. She had been working in marketing for the past 7 years and wanted to start investing to grow her wealth but was not sure where to start and was afraid of making costly mistakes.

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At the time, Grace and her husband were looking to buy their first home and start a family but the idea of taking on a mortgage and the expenses of raising children made her anxious. 

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Since working with Moneystart 6 months ago, she has been able to set up a simple system to track her spending and save automatically and has saved over $10,000 from a savings account of $0. She’s now on track to reach her long-term goal of putting up the downpayment on her first home. She’s gained confidence as an investor and has a diversified market stock portfolio and has started implementing her plan to eliminate debt.