CLIENT SUCCESS STORIES

Results In Action

Discover how creatives, freelancers, and consultants just like you have transformed their finances and their lives by working with me. These real-world results show what’s possible when you combine a flexible system with clear goals and hands-on coaching.

Case Study: Money Therapy with Alek & Meredith Babel

Curious how honest money conversations can bring you closer as a couple? In this video, I sit down with Alek Babel, a Principal Structural Engineer, and his wife Meredith Babel, a Real Estate Agent, to tackle the topic most couples shy away from: money.

Case Study: Gaining Clarity with Josh & Shannon

Ever found yourself asking, “Do we even have enough money?” You’re not alone.

Josh and Shannon came to coaching with that exact feeling, never reckless, just uncertain. Every financial decision felt reactive, vacations were more stressful than relaxing, and the question, “Can we afford this?” hovered over every conversation.

Imagine results like these

Working with Dylan transformed our lives! We were living beyond our means, wracking up unnecessary debt and wondering why we were living paycheck to paycheck, despite earning good money. In just under a year we are now living within a comfortable but realistic monthly budget and we’ve been able to save an abundant emergency fund. Dylan knows his stuff. He works with you to help you achieve your goals and best of all, he makes it fun.
- Rachel & Joe Fulginiti
I was holding on to a big pile of shame when we began working together but Dylan instantly disarmed it and helped me gently deconstruct my unhelpful and unhealthy stories about money that were embedded from childhood. The work we did together helped me and my family drastically reduce our debt and save for a home. Beyond that, I now have a regular practice of financial planning, I'm no longer afraid to spend money and I know how to make better decisions about where my dollars go. Having a handle on personal finances feels like liberation.
- Podge Thomas, Management and Leadership Coach
I thought it was crazy that I reached out to Dylan after hearing about Dylan Teaches Finance on a podcast. I hesitated about sharing my finances and story with a stranger. Dylan gained my trust right away and was the answer I was looking for to transform my finances. I didn't think I had any room to save, but if you trust my review as a stranger, I promise Dylan will address your individual needs, and you'll have fun along the way.
- Ivana C, Arts Administrator & Grad Student
When my tried-and-true strategy of “ignoring my finances until they become so dire that I have no options left to me but aimless panic” began to falter, Dylan not only helped right the ship, he worked with me to establish a more competent, mature mindset about financial health moving forward. I’d recommend him to anyone struggling with budgeting or saving or any anxieties thereabout.
- Robert Funke, Co-creator of Showtime’s "On becoming a God in Central Florida"

Case Study: Staying Aligned with Anna Lee & Christa

Who says you need a crisis to get serious about money? Anna Lee Hirschi and Christa Chiao reached out not because their finances were in shambles, but because they wanted to stay perfectly in sync as their lives evolved.

“I know I need to deal with my money… but where do I even start?”

That’s what we figure out, together.

My work is about taking action and getting you actual wins early.

If you’ve had money tasks sitting on your list forever, we’ll knock them out.

In just the first three sessions, you will:

Get clear on how much income you actually need to feel steady
Set up a simple system so you can spend without shame
Start saving, period. We’ll build a savings plan that feels realistic and doable
Organize your accounts so you finally know what’s where
Make confident decisions about things like debt, subscriptions, or big purchases

Schedule a conversation and learn how you can feel great about money.

I first reached out to Dylan when I hid a Dyson air dryer from myself after purchasing it during a Sephora sale. I knew that my shopping habit was out of control and every day I would experience heavy emotions and deep stress around my personal finances, the debt I was accruing, and my future.
I honestly felt doomed.
As soon as I started meeting one-on-one with Dylan, I knew that there was a way out of the mess that I created. He never once judged me or the choices I had made in the past. Instead he was empathetic and practical. He helped me to understand my debt, build a budget, and gave me resources to begin to separate my own self-worth from my bank statements.
And then the pandemic hit. A whole new curve ball to deal with.
Because of Dylan's coaching, education, and support I was able to rebuild my business during the pandemic, get the financial assistance I needed, and stop using credit cards completely. In the nearly two and a half years that we worked together, I built a system for budgeting, saving, and debt repaying that is now ingrained in the way I live my life. While I still indulge in online shopping more than my future self would like me to, I have a newfound awareness of my spending and tools that will ultimately set my future self up for success.
My biggest win in working with Dylan is that I no longer feel like my money is a representation of who I am as a human being. This outcome is by far worth every penny and moment that I have invested in doing this work.
- Hillary Rea

Case Study: Finding Clarity with Becca

Feeling overwhelmed by money isn’t a solo journey; most of us have been there.

Becca came to coaching convinced she “should” have her finances figured out but didn’t know where to begin.

Dylan's financial coaching has been priceless to me. His encouragement helped me face the traditionally stressful idea of financial planning to steer me out of debt and into a new era of financial stability and savings.

- Rob Michael Hugel, Actor / Editor

Dylan's program has helped me be way more mindful with my spending in a totally shameless way. He holds me accountable weekly and has made me aware of what I actually want my money to do for me. Even in my unreliable-income freelance career, I've finally been able to save for emergency funds and my future.

- Amy, Actor

Dylan is the best! He helped me feel in control of my finances, something I've often struggled with as a freelancer. He's super knowledgeable, personable, and helped me feel less intimidated by saving and planning for the future.

- Sarah Claspell, Actor

In a year that could have been a complete financial spiral (first year with our child, plus the global pandemic), working with Dylan helped us save money and get to a comfortable place planning for our future as a family. The amount we saved by working with Dylan is extraordinary, and he made the financial stuff that we typically hate palatable and painless.

- Meredith & Steve Director of Content, and Trailer Editor

Let’s grab a virtual coffee.

Every person you see on this page started right where you are. Unsure, stuck, maybe a little stressed, and wondering if it was too late to figure things out.

They didn’t come in with perfect spreadsheets or all the answers.

They came in with questions.

What they needed, like you, was a clear path forward.

This isn’t a sales pitch. It’s a real conversation about what’s working, what’s not, and what’s possible.

No pressure. No prep. Just a chance to stop going in circles and start getting some clarity.

Click here, pick a time, and let’s talk.

When we look back at our 20+ year relationship, as a couple we can point to pivotal moments that were challenging, but that ultimately brought us a deeper understanding of each other, created a greater sense of solidarity between us and made our relationship stronger. Our experience with Dylan was one of those moments.

We often joked that Dylan was as much a financial therapist as he was a financial educator, he allowed us to chart our own path forward financially, not with the latest hot-stock tips or investment strategies, but instead by helping us define our financial priorities and then giving us the tools to achieve them.

Perhaps as important, Dylan taught us to engrain these practices into our daily life, allowing us to “graduate” from his guidance and continue these practices independently. What we were able to achieve with Dylan’s guidance, both for our relationship and our finances is remarkable and sustainable. Our only regret from this experience was not starting our journey with Dylan sooner.

- Cory Johannessen, Cancer Biologist & Cate Johannessen, Registered Nurse

Before Dylan, we didn't really know how to prioritize spending goals and what that would look like. He helped us create a system that worked and now we have a clear sense of what we have, where it is and what it's going to be used for. He also got us in the habit of checking our spending and that was sobering. We had no idea how much we had been spending on Postmates... yikes!