Testimonials
What people are saying.
"I loved working with Marla! I consider myself okay with money, but had a lot of big picture questions that I didn't know where to begin to answer (can I afford a second kid, am I on track for retirement, public vs private school, working full vs part time). She's both very knowledgeable and a good teacher- I've learned a lot and feel increasingly empowered to manage my finances going forward. I didn't realize how much stress I was carrying around on a day to day basis not really knowing where I stood financially. I now feel much more comfortable making big life decisions and spending money, knowing confidently what I can and can't afford. The Strategy Program isn't cheap, but I'm pretty sure Marla paid for herself within10 minutes of our first meeting with just a few suggestions. I have no doubt the returns will be much higher in my peace of mind, finances, and quality of life in the long term."
Cara S. Willsboro, NY
"I knew that in the start-up phase of my small business, I wanted to set up efficient bookkeeping systems and healthy habits to ultimately have a sane work-life balance. Marla is not only super knowledgeable and passionate about this work, she is also very approachable and is able to explain the nuances of different choices I could make and paths I could take. After each session working with Marla, I feel empowered that I am making healthy financial decisions for my business to thrive!"
Casey G. Overflow Creamery
As a mother, I’ll admit that teaching financial literacy to my daughter came with emotional weight. Our conversations about money often felt tense and overwhelming. When I found Catered Financials, I was interested in the hourly sessions because it felt low pressure and flexible. Six sessions later, I can confidently say it was the right choice for both of us. Even virtually, Marla connected with her in a way I simply couldn’t. Not only did it remove the emotional weight from our conversations, but it gave her something I couldn’t fully provide on my own: a structured, unbiased, empowering financial education tailored to her. Marla has a presence that is kind, thoughtful, and non-judgmental. My daughter now has a safe, private space to share financial challenges and their time together has inspired greater financial responsibility.
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Jules G. Seattle, Washington
“Working with Marla was great! It jump-started my financial planning and helped me establish clear financial goals that support both my current needs, long-term saving, and spending objectives. I highly recommend working with Catered Financials to get yourself on the right track.”
Michael C. North Point Community Farm