Welcome!
My name is Claire, I’m a financial counselor specializing in business development.
Inviting someone into your financial world can feel daunting, so I’ll start by sharing my story, then I’d love to hear yours!
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For a long time, money was a constant source of anxiety. Even when I wasn’t consciously thinking about my financial situation, it was still always lingering in the background weighing on me.
I had only a vague idea of where my money was going each month and how much debt I was accruing.
Then one day, I swiped my Chase Freedom credit card for the millionth time and the irony hit me — I was anything but free.
For as long as I refused to face the numbers, the numbers would continue to own me.
So I logged into every account and added up what I owed. I finally had a clear starting point, I just needed a plan.
Here’s what the next few years looked like:
- I worked with countless financial experts and learned that not every method they suggested worked for me – for example, I loved automating payments, but hated meticulous budgeting.
- I apprenticed under an elite financial advisor in New York, slowly building the financial education I never received in school.
- I designed a proprietary system to organize all my numbers: categorizing what I spent, adding on different streams of income, automating my investments and paying off my five-figure debt in 19 months.
- I quit my job as a teacher to launch my own global staffing agency and revenue grew to seven figures in three years.
- I became a Financial Coach for Catholic Charities, helping vulnerable populations build their financial future.
- I launched a podcast interviewing financial experts to examine the psychological patterns behind our relationship with money.
- Today, I help employees who are ready to take control of their numbers and retire early.
- I facilitate difficult financial conversations for couples, navigating the topics that cause the most relational stress.
- I help creative freelancers with fluctuating income stabilize their finances and grow their business.
My clients have paid off hundreds of thousands in debt, spend freely on what they love, earn what they’re worth, and no longer fear their financial future.
Although everyone’s journey will look different, our goals are often the same:
- We want enough money so we don’t have to think about money
- We want to spend freely on the things that align with our values, interests and whims
- We want to take care of our loved ones and our future selves
If the above resonates and you’re ready to make a change, book your free zero-pressure consultation, or email me anytime.
Here’s to your financial freedom!
Claire
P.S. A few of my amazing clients have offered to act as references, since they know firsthand how overwhelming this process can feel. If you’d like me to connect you, just ask!