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    Moby Capital

    3.0 (2 reviews)
    Open 8:00 am - 6:00 pm

    Services - Moby Capital

    Business loan

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    Solstice Wealth - This is Julia, co-founder + principal advisor of Solstice Wealth

    Solstice Wealth

    (53 reviews)

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

    PeopleFund - PeopleFund's Center for Economic Opportunity

    PeopleFund

    (9 reviews)

    East Austin

    People Fund helped us get started on our new clothing line during a hard season last year and we…read moreare very appreciative. We so appreciate People Fund for helping small business like are ours launch. Heather

    By far the worst experience I have ever had!!!…read more I am writing to file an official complaint regarding my recent experience with the loan officer and loan processor at PeopleFund. It truly disappoints me that it has come to this, but I feel it is necessary -- both for accountability and for training purposes. Over the past two months, I have experienced what can only be described as a roller coaster of miscommunication and inconsistency. The process has been extremely frustrating and, ultimately, resulted in my being denied funding -- along with three BIPOC-related opportunities that depended on this support. This experience has left me feeling discouraged and disheartened. I believe it is important that someone in upper management be made aware of the way I've been treated. I have documentation, including numerous emails and records of phone calls, that reflect the lack of clarity and professionalism I encountered throughout this process. I have read PeopleFund's public reviews and understand that the organization is working to maintain trust and credibility in the community. I would prefer to resolve this matter internally and constructively, rather than adding to negative public feedback. Honestly, I was really surprised to see your ratings to be so low. Please let me know the appropriate person or department to speak with so I can provide all relevant details for review. I genuinely hope this feedback can help improve the process for future applicants. Thank you for your time and understanding. I look forward to hearing from you soon. Warm regards, Tra C. Pierce

    Insogna CPA

    Insogna CPA

    (45 reviews)

    Westlake Hills

    Chase and Ami are an absolute pleasure to work with!…read more I was referred to Insogna CPA by a friend and feel very lucky to finally have found a CPA of this caliber. I've been using Insogna CPA for the past two years and could not be more impressed. It's comforting to know that my taxes are being handled correctly. Not only are they very good at what they do - they are personable and take the time to work through your taxes with attention to detail. Insogna CPA exemplifies professionalism. I highly recommend

    I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who…read moredidn't quite specialize in what I need (already a good sign). This was the first time I was ever filing taxes as a day trader, so I had a lot of questions. Chase didn't hesitate to hop on the phone with me a few times, learn about my situation, and give me REAL answers. The actual execution of the process was SO EASY. I uploaded all of my documents, and they sought all clarification electronically. I loved having a single spot where we had all records of our communication instead of needing to hunt through different email threads. As we were getting nearer to having everything done, Adam was also very willing to hop on the phone with me to make sure I didn't have any final questions before filing. Overall, this a great team, and a perfect example of how a locally owned business outshines guys like HR Block. I could not recommend them enough.

    Moby Capital - businessfinancing - Updated June 2026

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