Case Studies
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Case Study 1: How John Saved His Home and His Business After an Unexpected Health
John, a 48-year-old small business owner and father of three.
Case Study 2: How Sarah Consolidated High-Interest Debt and Regained Financial Freedom
Sarah, a single mother with two teenage kids, struggled with high-interest credit card debt...
Case Study 3: How Michael and Linda Avoided a Tax Sale with a Home Equity Line of Credit
Michael and Linda, a retired couple with limited fixed income.
Case 4: How James Used a Home Equity Loan to Kickstart His Small Business Dream
James, an aspiring entrepreneur who dreamed of opening his own landscaping business.
Case Study 5: How Maria Prevented Foreclosure and Boosted Her Credit with a Flexible Mortgage Solution
Maria, a single mother working two jobs, faced financial hardship after an illness...
Case Study 6: How Lisa Used a HELOC to Pay for Her Daughter’s University Tuition
Lisa, a dedicated single mom whose daughter received acceptance to a prestigious university.
Case Study 7: How Marcus Used a Home Equity Loan to Pay Off CRA Debt & Avoid Penalties
Marcus, a self-employed consultant who fell behind on his taxes.
Case Study 8: How Samantha & Joe Secured a Second Mortgage to Renovate Their Home for Accessibility
Samantha and Joe, a couple in their 60s, who wanted to renovate their home for accessibility...
Case Study 9: How Raj Avoided a Tax Sale & Rebuilt His Credit
Raj, a new homeowner who was overwhelmed by unexpected property tax costs....
Case Study 10: How Amy Found Financial Relief After Divorce with a HELOC
Amy, a recently divorced mother adjusting to a single income.