Ready to Learn More?

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.

-Theresa D.

Do you have other questions?

Book a FREE 15-Minute Session…

… to learn more about how we can work together and how I can help you achieve your goals. We can talk about your needs, your goals, and what steps are right for you.

During this exploratory chat, I can answer any additional questions you have about the services offered.

I look forward to hearing from you.

Have a different type of question?

Email me at