Vaishali, you are amazing! Thank you for demystifying how to budget and how to create a rainy day fund despite my financial limitations. Understanding my financial situation has moved from being a black hole of unknowns to black and white facts – I feel more confident in making smart financial decisions.
Michelle G.Atlanta, GA
As we neared retirement, my husband and I asked Ms. Shah to look over our finances to determine if we were in good shape.
Becky and Drew DoyleWinston-Salem, NC
Vaishali Shah is a results-driven coach.
Paul DavisGreensboro, NC
Vaishali Shah helped us when we were first-time business owners. She recommended that we use Quickbooks for our bookkeeping. Vaishali was efficient and thorough. We would recommend her to anyone who is interested in working with a kind financial planner who cares about your success as much as you do.

Johnny and Misol RodriguezWinston-Salem, NC