The Butler Experience

Meet "Jason." A new college graduate entering consulting making $90k annually. His goals are to start off on the right foot by reducing debt (specifically student loans and credit cards), increasing short-term savings (i.e. emergency fund), and long-term savings (i.e. retirement). Success! Jason setup his first budget as a working professional, which includes prioritizing over $800/month towards b...

Meet "David." A single 30 year-old veteran who makes $215k annually with goals to strategically invest significant cash savings, increase retirement contributions, and optimize spending. Success! David already had a strong portfolio and made improvements by adding $1500/month to retirement savings ($18k/year), moving his emergency fund to a high yield savings account, and began proactively reservi...

Meet Financial Butlers. Welcome to the first episode in our AI-powered podcast series. Learn more about who we are, what we do, client success stories, and how to stay connected. We can’t wait to meet you!