They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

We were so glad that we went with Vista Lending for the mortgage for our condo!…read more From the get-go, Dany collected the information needed to guarantee that our loan would be approved even though we were turned away from other big banks. After we were in contract, Russ, Dany, and their team moved the process along SO quickly and smoothly, that the loan was approved in two weeks! Working with them felt so personal and it felt like I was with friends and not strangers behind the screen or telephone. I highly recommend using local lenders like Vista who can give you that personal touch.

Always recommend Russ and team when I meet someone looking to understand their options. The team…read moreare nothing short of superheros and make the complicated process of financing very simple.

I've been working with Amani Desravines for several years, for personal and small business taxes…read more They are responsive, efficient, and ethical. They've proactively filed extensions when needed, reminded me about extra forms or reports as regulations change, answered a bunch of random questions about weird tax situations, and been speedy with preparing returns. For simple returns, I believe the govt should offer & expand free tax filing, but when situations get more complicated, this is who you want helping you. Highly recommend getting a consultation if you are looking for a CPA firm in the Austin area.

I have been working with Berkeley one of the partners @ this firm. So far they have been incredibly…read moreawesome. Very knowledgeable and thus far has saved me several thousand dollars. I really like them. I highly recommend Berkeley- especially if u have complicated tax issues like I did. She straightened it all out- Bless God. I highly recommend this firm.

My wife and I have used Scott for years. He is a great guy and always takes time to explain things…read more I have been very impressed with him. I feel he really has our best interests at heart.

Scott Campbell has advised and shared his financial knowledge with me for 18 years. I'm looking at…read morealmost 79 yrs. and am rest assured he will keep me financially comfortable and safe for however many decades I have left.

We are two female entrepreneurs who have been running our business for ten years; we hired Erin…read morebecause we were in need of some long-range financial modeling and tax strategy work. Erin was incredible to work with! She was a thought partner every step of the way, and worked to deeply understand our business and our challenges. She delivered 100% on the project, and then met with us a full day to help us understand the new plans. She patiently explained everything and answered our questions, and then followed up with a written summary that even contained helpful videos, links, and downloads. We feel even more empowered to move forward over our the next phase of our business. We whole-heartedly recommend Erin.

I'm a female entrepreneur with a small business and Erin has been a joy to work with and have as a…read morepartner. She is charismatic, caring, and genuinely wants to help. She goes above and beyond to partner with me and I so appreciate her. She also explains things in a way that makes sense, plus she's incredibly patient. I highly recommend Erin - she's saving me money and sanity!

Mercer Advisors helped me negotiate through learning to manage my portfolio with confidence and…read morepeace of mind as a widow and recently retired teacher. I trust their professional advice and appreciate their prompt responses to my questions. My portfolio is up and retirement rocks!

This company gives great financial advice and helps us achieve our financial goals!read more

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

To Whom It May Concern,…read more I have been a loyal customer of Greater Texas Federal Credit Union for over 30 years, and I have never encountered an experience like the one I had on February 21 at your new location on Mopac Expressway. I visited this branch because the location closest to me in Manor is closed on Saturdays. I brought in a cashier's check from Chase Bank made payable to me in the amount of $8,000 to deposit into my account. I did not detach the check from its original attachment until I reached the counter. From the moment I presented the check, I was made to feel as though it was potentially fraudulent. The representative repeatedly questioned whether I had the original attachment, even after I explained that I had just detached it at the counter. She then called over a coworker to assist. When I asked whether there was an issue, I was told that she was "just doing what is expected." I explained that I have deposited cashier's checks at other branches in the past without incident. I was then asked whether those checks were for "this amount," to which I responded yes. I also mentioned that many people are currently depositing income tax refunds, so larger deposits should not be unusual. I was further informed that the funds would not be immediately available. I clarified that I already had sufficient funds in my account and that I was simply making a deposit. Despite this, the interaction left me feeling upset, uncomfortable, and unfairly targeted. After more than three decades as a customer, I was deeply disappointed by the way I was treated. No one should be made to feel as though they are suspected of wrongdoing simply for conducting a routine banking transaction. Unfortunately, this experience has caused me to reconsider returning to this location for future transactions. I respectfully request that this matter be reviewed and addressed. Long-standing members deserve to be treated with professionalism, dignity, and respect.

This review is for the Manor Branch. I had the worse…read moreexperience with this branch when I tried to open an account. I submitted the application online, which was accepted, but a couple of days later I received an email notifying me that I needed to apply in person. I went to the Manor Branch and that is when the humiliating experience started with the employee who helped me. I explained that I had opened an account online, to what she said that I needed to start the process again (did not bother to check the online application). I said fine, what do I need to do. she asked me for my ID and some proof of my home address. I presented all the documents they asked for, I was there for almost 45 minutes and during this time the employee went back and forth to the back office, and after 45 minutes I was told they could not open an account because my name was so common and there were too many people with bad credit. I thought it was strange to receive an excuse like that when my credit is very high, I have TSA clearance, and I have worked for the health care industry all my life which requires clearance from the FBI and DOJ and besides I am already a member of a credit union. Anyway I wasted 45 minutes just to be told that I could not open an account.