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The Wooton’s Journey According to Katelyn

We hit the ground running when the competition first started. NOW the Wooton's are coming to the toughest part of this journey: the holidays.

A family of four standing with their financial advisor.

We hit the ground running when the Wooton’s started out on their financial journey. From refinancing one of their vehicles, to opening an IRA for Mrs. Wooton, we have looked at all aspects of their finances to see what we could do to help reach their goals faster! Each month, it’s such an awesome feeling for us to see their progress. The debt has gone down tremendously and the savings is growing steadily.

Seeing the monthly evolution is definitely motivation to keep making those positive financial choices!

We are right in the middle of the toughest part of this competition: the holidays. From the very beginning, the Wooton’s knew exactly what to do. They came up with the brilliant idea to purchase 1 to 2 gifts with every paycheck. That way, they not only prevent adding more debt, but they are also getting the Christmas purchases done early! It’s a win-win!

I could not be happier to work with the Wooton’s. They have been committed since day one. They always come prepared to every meeting. We also communicate throughout the month, bouncing ideas around about “what’s next” or even just to say hello. They have made sacrifices, and made changes to their everyday lifestyle (which, we all know, is definitely not an easy task). The Wooton’s are proof that hard work and dedication will allow you to achieve your goals.

I am so proud of their accomplishments so far in this competition, and I just know that they are going to knock it out of the park! ?

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