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
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
Testimonials
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 ...
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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 ...
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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 ...
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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."