Clear, Actionable Investment Education & Coaching

I'm here to help you....

I guide beginner investors to simply understand the world of investing so they can grow their money with confidence, clarity and ease

​As Seen in...

What's your Main Investing Focus Right Now?

I want to understand how to start investing

I want to setup ​my work retirement investment ​portfolio

I want to pick and analyze stocks

Get Started

Testimonials

Abigail S

"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."


Charrise A

"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!"


Articles

A Way Out of the Rat Race to Reach Financial Independence

Brrrrng. Brrrrnnngg. Beep. Beep. Beeeeeep. There goes that alarm again. Time to rush through breakfast and race into the office ...
Read More

Stages of Wealth Creation

Before you get started on trying to make a change or improve your financial situation, it’s a good idea to ...
Read More

Living in Financial Ignorance

I was watching a recent episode of Black-ish called “Keeping up with the Johnsons”. So much of the concepts they ...
Read More

​Free Resources

​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.

9 Ways to Earn Higher Returns on Your Money.

​Eliminate Low Returns from Keeping Money Idle in Your Savings Account

angle-down