In Episode 7 of Building Wealth From Scratch, Jerry and Bianca share real-life stories from the people who inspire them most: their clients.
They walk through powerful transformations of individuals and families who were working hard, but still felt stuck: drowning in debt, unsure how to invest, and frustrated by slow progress. From a single-income family of five that went from paycheck to paycheck to thriving, to a small business owner finally on track to buy a home, this episode proves what’s possible with the right strategy and support.
Confianza Wealth Management helps clients see tangible results in as little as 90 days. If you’re ready to stop figuring it out alone and want guidance tailored to your unique values and goals, this one’s for you.
Topics Covered:
- Real client case studies and financial turnarounds
- Investment strategy alignment for young professionals
- Small business tax planning and homeownership goals
- Building financial confidence through intentional planning
- How Confianza Wealth Management helps clients in just 90 days
- Why November is the best time to start building momentum