Clear, Actionable Investment Education & Coaching
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I guide beginner investors to simply understand the world of investing so they can grow their money with confidence, clarity and ease
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"I needed to build general knowledge of how retirement accounts work and learn investment terminology. After doing the investment sessions, I have reallocated my accounts and have set up rebalancing. Now, I also have at least a basic understanding of how to evaluate various funds. The best part was doing the exercises of going through my retirement account funds. With topics I am unfamiliar with, I won't learn unless I do it myself rather than having someone explain it to me. Claudia is great! She is a self-taught wizard who has so much knowledge to impart and is non-judgmental."
"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!"
Investment Journey Quiz
Find out what actions you should focus on and the right skills to build to get you to the next level of your investing journey.
Investment Options Guide
Learn different options available to grow your money. Discover 9 ways to earn higher returns on your money.