Customer Stories

See how our clients are Doing Well
32 yo MBA graduate struggling with scarcity mindset
Sarah
Finance
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52 yo business owner worrying about retirement
Gail
Real Estate
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35 yo entrepreneur wanting to build generational wealth
Phillip
Marketing
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23 yo freelancer worrying about her inconsistent income
Lesley
Media
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27 yo esthetician struggling with bad financial habits
Erika
Beauty
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Mid-30s yo married couple fighting over money
Jessica and Michael
Consulting and Media
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"I was always too busy to deal with my money and just kept putting it off. I had no idea where it was going or how to make it work for me. Then I signed up for Doing Well, and they showed me how to track my spending and manage my budget. Now that my finances are in check, I’m more confident about going after bigger goals, like saving for a house or starting a business. It's crazy how much more confident I feel now that my money's under control!"
Sarah
Finance
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"My family and I used to always fight about money. Keeping up with personal, business, and emergency expenses was a problem, and it always gave me headaches. It was a tough spot to be in. But when I finally got some help from Doing Well, it really changed things for us. I was able to feel more in control of my finances. I’m more confident and way less stressed about money. It's amazing how much peace of mind you get when you have a financial guide."
Gail
Real Estate
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"Managing my business finances used to be a nightmare. I was always stressed with all the paperwork and numbers and knew I needed help. Luckily, I found Doing Well. They took the time to understand my situation and put together a plan that worked for me. Now, I finally feel like I’m running my money instead of it running me. It’s amazing how much calmer I am with a plan in place, and I’m grateful for the peace of mind it gives me."
Phillip
Marketing
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"Managing my finances was always hard as a freelancer. My income was all over the place, and it was hard to keep track of things until I signed up for Doing Well. They understood my unpredictable earnings and helped me set up a plan that fits my needs. With their help, I learned to save for taxes and manage my money better daily. Now I feel more in control and confident about my finances."
Lesley
Media
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"I used to be super stressed about money, always wondering if I was making the right decisions. But ever since I started with Doing Well, I feel way more confident. They helped me figure out where my money was going, set goals, and pay attention to my finances. I used to have my own business, so making money wasn't the issue, but managing it was a whole other story. Now, I'm getting closer to my money goals, and I can finally breathe."
Erika
Beauty
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"We used to worry about money all the time, especially when Jessica decided to switch careers. It was a bit of a rollercoaster, to be honest. But then we started working with Doing Well, and it made all the difference. They helped us map out a financial plan, and now we're actually working towards buying our dream house! Their help has been incredible, and it brought us closer together as a couple."
Jessica and Michael
Consulting and Media
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"I thought I was doing okay financially, but I knew there was always room to improve. I gave Doing Well a shot after some research, and wow, I never truly understood how much I was overspending every month. After using Doing Well for the past couple of months, I have found clarity as to why I spend the way I do and that I could put more money aside for long-term compounded savings. Thank you for helping me gain invaluable insight into how I think about money and better ways to save it!"
Steven
Technology
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"A friend recommended Doing Well after I found budgeting apps like Mint too simplistic. When Mint shut down, I knew it was time to pivot, so I signed up for their annual membership. With DW's no-nonsense approach, I've streamlined my finances and can focus on growing my business alongside my 9-5. My advisor crafted a financial plan tailored to my goals, and their insights have been invaluable. Plus, I love talking to a real person on Zoom for advice. Five stars! I’ll update when my side hustle takes off!"
Mackie
Technology
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"Managing my money used to be a hassle, especially with my crazy schedule and all the traveling I do. But Doing Well has turned things around for me. They've helped me stick to my budget, plan for expenses, and keep my credit cards and subscriptions in check. They’ve even guided me through dealing with financial fees and international charges. Now, I’m planning for bigger purchases and future trips without stressing out. I’ve saved more than I expected and feel way more confident about my finances."
Sam
Media
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