Erin Zammett Ruddy is a cancer survivor, freelance writer, and lives on Long Island with her husband and son.

Taylor Newman is a first-time mom-to-be, and lives in Brooklyn with her husband.

Leah and Eric lost their jobs in 2008, the year their daughter was born. He's in the Army, but they might lose their house. Karen Lee is their financial advisor.

Karen J. Lee, a financial professional since 1987, has worked with hundreds of families, individuals, and small businesses. Karen Lee and Associates.

Lori is a single mom with a daughter and a son. Now living with her own mom, she needs her own place. Derek Lenington is her financial advisor.

Derek Lenington has a total of 25 years in the financial services industry, the last six of them as head of his firm, Lenington Financial, LLC.

Natasha and Razak have a 3-year-old, a newborn, and 22 credit cards with almost $15,000 in debt. Gerry O'Donoghue is their financial advisor.

Gerry O'Donoghue, with 17 years experience, has spent the last three of them as the head of O'Donoghue Financial Planning, providing financial planning to individuals and families.

Evie lives with her preschooler on the east coast.