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What Other People Are Saying
I know very little about finances and investing. I didn’t even have a 401K at 30 years old! And I am an attorney! But Claudia helped me get on track. She helped me stop being afraid to take advantage of pre-tax accounts. She helped me pick out individual funds for investment and helped me map out my new paycheck. I highly recommend her and I will be returning for more advice as I seek to purchase as investment property!Charrise A
With my initial session with Claudia, she was able to change my perspective on why saving is so crucial to my financial future. Not only did I gain a deeper understanding of what drives my spending impulses, Claudia imparted valuable financial keys which are practical and effective to implement in my daily life. Being the typical millennial with a baggage of student loan debt, living from paycheck to paycheck, I was able to learn how to develop a financial budget to meet my needs while preparing for my retirement which never seemed possible.
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