05/07/2025
“Honestly, I thought it was ridiculous to pay someone to help me save money... until we actually did it... And everything changed."
Recently I had a call with a client who said this:
Josh, I’ve gotta be real with you... when we first came across your stuff, I thought, “Why would I pay for help saving money? That defeats the purpose, right?”
They weren’t broke, they were just stuck.
They made decent money, but it felt like they were running on a treadmill.
Never getting ahead.
Always moving money around to pay for things.
And every time they tried to fix it, they’d burn out or argue.
They believed they just needed more discipline. Fewer takeaways. More spreadsheets.
But they never stuck with it and honestly, it just made them feel worse.
But the truth? They didn’t need more willpower.
They needed a plan that actually worked for our life.
They needed help getting out of the weeds and seeing the big picture.
And they needed someone to keep us on track without making them feel like failures.
"That’s exactly what you gave us Josh..."
Now?
They’ve saved tens of thousands without feeling like they’re missing out on life.
They finally talk about money without it turning into a fight.
They’re aligned. They’re hopeful. And we’re confident about what’s next.
So when people say to me, “Why would I pay someone to help you save money?”
I just smile and say, “Yeah. How's doing it on your own working out?”
(in a loving way of course)
If you're earning more than $100K (combined) and want to save $30K in 12 months... just let me know