
Hattie B
Data analyst in Tech Industry
Before working with Euphinance, I felt like I was just floating by financially—I wasn’t in a bad spot, but I didn’t have clear goals or a structured plan. I sought out financial coaching because I wanted to get serious about saving and build a more intentional relationship with my money.
Working with Avi has been truly transformative. He helped me understand that saving doesn’t have to mean giving up the things I love. With his guidance, I learned how to build a savings strategy that still allows me to enjoy life—whether that’s traveling, taking classes, or trying new restaurants.
One specific moment that stands out is when I was unexpectedly faced with the possibility of buying a new car after an accident. While the situation was stressful, I didn’t go into panic mode because I now have the savings in place to handle these kinds of unexpected expenses. That peace of mind alone is worth so much.
What I valued most about my time with Euphinance was how Avi helped me shift my mindset and create a realistic, step-by-step plan to achieve the kind of life I want. He helped me see the full financial picture and set achievable goals to move forward.
I would absolutely recommend Euphinance to others. I now have a better relationship with my money, a personalized savings strategy, a stronger understanding of investing, and tools I can carry with me for life. Avi created a supportive, judgment-free space from day one and helped me move past the emotional hurdles that often come with money.
What really stood out to me was that Avi’s goal was never to make me dependent on coaching forever—he genuinely wanted to equip me with the knowledge and tools to be financially confident and independent. That kind of empowerment is invaluable!
Hattie B
Data analyst in Tech Industry
Before working with Euphinance, I felt like I was just floating by financially—I wasn’t in a bad spot, but I didn’t have clear goals or a structured plan. I sought out financial coaching because I wanted to get serious about saving and build a more intentional relationship with my money.
Working with Avi has been truly transformative. He helped me understand that saving doesn’t have to mean giving up the things I love. With his guidance, I learned how to build a savings strategy that still allows me to enjoy life—whether that’s traveling, taking classes, or trying new restaurants.
One specific moment that stands out is when I was unexpectedly faced with the possibility of buying a new car after an accident. While the situation was stressful, I didn’t go into panic mode because I now have the savings in place to handle these kinds of unexpected expenses. That peace of mind alone is worth so much.
What I valued most about my time with Euphinance was how Avi helped me shift my mindset and create a realistic, step-by-step plan to achieve the kind of life I want. He helped me see the full financial picture and set achievable goals to move forward.
I would absolutely recommend Euphinance to others. I now have a better relationship with my money, a personalized savings strategy, a stronger understanding of investing, and tools I can carry with me for life. Avi created a supportive, judgment-free space from day one and helped me move past the emotional hurdles that often come with money.
What really stood out to me was that Avi’s goal was never to make me dependent on coaching forever—he genuinely wanted to equip me with the knowledge and tools to be financially confident and independent. That kind of empowerment is invaluable!
Jun 19, 2025
Jun 19, 2025
George Lobo
WM in Brier Creek,North Carolina
I needed help establishing a budget to track my monthly expenses. I appreciate Euphinance taking the time to show me how to setup a tracker sheet to account for my monthly expenses in a seamless way. This has helped me to reflect on my spending habits and to how to budget.
George Lobo
WM in Brier Creek,North Carolina
I needed help establishing a budget to track my monthly expenses. I appreciate Euphinance taking the time to show me how to setup a tracker sheet to account for my monthly expenses in a seamless way. This has helped me to reflect on my spending habits and to how to budget.
Jun 5, 2025
Jun 5, 2025
S.E.
Language Teacher in RTP, NC
Avi, every financial coaching session is insightful and productive. Most importantly for me, untangling the Shame and Fear knotted up with the topic of Money is healing and empowering for me. I tell you my raw thoughts-- knowing that you can handle a few tears if they fall. Because of that Trust between us, ironically, I find myself able to chuckle at some point in each session.
Regarding my budget, I am starting to ask myself more questions before I buy anything. Regarding the 'Financial Big Picture' of the next chapter of my Life, I'm analyzing it with both my head and my heart. Your confidence and kindness are powerful.
S.E.
Language Teacher in RTP, NC
Avi, every financial coaching session is insightful and productive. Most importantly for me, untangling the Shame and Fear knotted up with the topic of Money is healing and empowering for me. I tell you my raw thoughts-- knowing that you can handle a few tears if they fall. Because of that Trust between us, ironically, I find myself able to chuckle at some point in each session.
Regarding my budget, I am starting to ask myself more questions before I buy anything. Regarding the 'Financial Big Picture' of the next chapter of my Life, I'm analyzing it with both my head and my heart. Your confidence and kindness are powerful.
May 15, 2025
May 15, 2025
E.M.
Middle School Teacher in Durham, NC
I definitely recommend Coach Avi! Before I worked with Coach Avi, I interviewed someone else: I broke down in tears and couldn't think straight-- whoops. (That showed my stress level on the topic.) However, in contrast, Coach Avi inspired me to collect my numbers (the amounts of assets and liabilities) and show them to him: I was able to open up and share every fear on my mind without hesitation or self-editing. Then Coach Avi's analysis was empowering. He is very confident with money, and expresses his advice gently. I say: run-- don't walk-- to consult with Coach Avi!
E.M.
Middle School Teacher in Durham, NC
I definitely recommend Coach Avi! Before I worked with Coach Avi, I interviewed someone else: I broke down in tears and couldn't think straight-- whoops. (That showed my stress level on the topic.) However, in contrast, Coach Avi inspired me to collect my numbers (the amounts of assets and liabilities) and show them to him: I was able to open up and share every fear on my mind without hesitation or self-editing. Then Coach Avi's analysis was empowering. He is very confident with money, and expresses his advice gently. I say: run-- don't walk-- to consult with Coach Avi!
Apr 8, 2025
Apr 8, 2025