Client Stories

Case Studies

Real stories from real clients. Every situation is different. Results reflect individual circumstances and are not a guarantee of future outcomes. The content on this site is general in nature and does not constitute financial advice.

Breaking Free from a Scarcity Mindset After Years of Burnout

A high-achieving executive had climbed every corporate ladder, yet found herself hoarding money, terrified to invest in her own business. Through Blueprint Methodology, we uncovered the childhood scarcity that drove her financial decisions—and rewrote the story.

$180K

Revenue in Year 1

8 mo

To transformation

Income growth

"I knew intellectually that I had enough money. What I didn't know was why I couldn't stop feeling like I didn't. Christine helped me find that answer."

— Marketing Executive, San Francisco

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From Chaos to Clarity: A Freelancer's Financial Overhaul

A successful freelance designer earning well but never seeming to save anything. The problem wasn't income—it was the invisible leaks in an unstructured financial system. We built structure that matched her creative personality.

$40K

Saved in 6 months

Zero

Overdraft fees

2hrs

Monthly finance time

"I went from dreading my bank statements to actually feeling excited about money for the first time in my life."

— Freelance Designer, New York

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Scaling a Service Business Without Giving Up Equity

A founder with a growing consultancy was stuck at $300K, afraid to hire and terrified of losing control. Float-In consulting helped restructure the business model and financial strategy without requiring outside investment or equity sacrifice.

$1.2M

Year 2 Revenue

100%

Equity retained

5→12

Team growth

"Christine didn't just give me a financial plan—she helped me see the business I was actually building versus the one I was afraid to build."

— Consulting Firm Founder, Austin

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Healing the Money Story Passed Down Through Three Generations

Growing up in a household where money was a source of conflict and shame, this client had internalized deep beliefs that success was dangerous. The Blueprint work revealed patterns stretching back generations—and created a new story for her children.

$250K

First investment portfolio

3 gen

Pattern broken

18 mo

Full transformation

"My mother couldn't talk about money without crying. I used to be the same way. Now I teach my kids about investing. That's what healing looks like."

— Teacher & Parent, Chicago

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Every transformation starts with a single conversation. Let's talk about your situation.

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