Shame-free. Judgment-free. Just you and your goals.
Amelia, Tutor Manager, Michigan
Juan Valeriano, is absolutely amazing! Working with him has helped me really tackle the difficult financial truths I've been ignoring - both financially and psychologically. How I think about spending, savings, and credit cards has shifted drastically while working with Juan.
I love that I can connect with Juan as two real people dealing with the realities of money. I like having someone to hold me accountable and give a little "tough love" when I need it, but at the same time, someone who listens to MY goals and priorities and helps me make room for those in my financial plan.
I wasn't sure what to expect from this because l've never done anything like this, but l've been so pleasantly surprised. Thanks for everything, Juan!
Client Testimonials
Leah, Registered Nurse, VA
Before I started working with Juan, I often felt scattered and uncertain about my financial situation. I was earning money but didn’t feel like I had a clear plan for how to manage it, save for the future, or make sure I was truly setting myself up for long-term stability. I knew I needed guidance, but I also wanted someone I could trust—someone who would not only organize the numbers but also understand my goals and what matters most to me.
From the very beginning, Juan took the time to listen and really get to know my financial picture. He helped me organize everything in a way that finally made sense and gave me a roadmap I could follow. With his help, I now have a clear system for allocating my income so that every dollar has a purpose. I’m able to save confidently for future endeavors while still meeting my current needs, and I finally feel like I’m in control instead of just reacting to circumstances.
What stands out most is how approachable and supportive Juan is. He explains things in a way that feels easy to understand without ever being overwhelming, and he makes me feel comfortable asking questions—even the ones I thought might be “too simple.” His patience and encouragement have made a huge difference in how I view money and my ability to manage it.
Working with Juan has truly been one of the best decisions I’ve made for my financial future. I feel empowered, organized, and motivated to keep moving toward my goals. Having him in my corner has given me both peace of mind and excitement for what’s ahead, and I can honestly say I’ve never felt more confident about my finances.
Alexandra, Actress, NY
It is changing my life. My financial guide Juan V. is truly the best. He is gentle while still holding me accountable and giving me the support I need to achieve my goals. The way that he explains and thoroughly walks me through financial literacy is top notch. I have enjoyed my experience with Juan so much that I have recommended my family members to him. Juan is a 12/10 coach and human! Thank you Juan for providing the space and opportunity.
Ashley, Senior Manager, NY
Juan is so fun to work with and constantly gives us valuable information so we make informed decisions. It’s transformed our financial health as a family.
Berit, CEO, Missouri
Juan is an incredible communicator and has been able to digest the incredibly complex financial situation that my husband and I have into a way that brings clarity for both of us and brings us closer. We're now both working from the same frame of reference with our finances. Juan has been able to apply his discernment to our situation and deliver reality checks better than anyone I've ever seen - while at the same time adding massive value. The best part is how much I can feel that he really cares about helping us.
Meghan, Sr. Talent Acquisition Partner, California
It is changing my life. My financial guide Juan V. is truly the best. He is gentle while still holding me accountable and giving me the support I need to achieve my goals. The way that he explains and thoroughly walks me through financial literacy is top notch. I have enjoyed my experience with Juan so much that I have recommended my family members to him. Juan is a 12/10 coach and human! Thank you Juan for providing the space and opportunity.
Joan, Sales Manager, California
Juan is so helpful, kind, and supportive among many other things and I can't imagine being on this money journey without him. He has helped me release a lot of shame around money and has provided me with invaluable financial guidance. So grateful to be working with Juan!
Anonymous, D.C
I have been working with Juan for 2 months and have increased my confidence and outlook in terms of my financial situation. Knowing I have a plan to aspire to has removed a lot of worry from my life, and his frequent check-ins and great ideas keep me motivated and on the right track. He is clearly passionate about his work and knowledgeable about what makes good financial sense. I would highly recommend working with
Arnaldo, Account Manager, NY
Juan was really instrumental in getting my confidence back when it came to the skills he was teaching me, all things I have overlooked or neglected. His attention to detail and commitment to me getting back on track is something I wont forget. Also, his research and presentation skills were top notched, I took notes on his delivery and implemented them in my own work as well.
