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One Partner. Multiple Paths Forward.

Get expert guidance in money, business, and real estate — all under one roof.

Real Guidance for Real Life.

We know that money, business, and life are all intertwined — and your solutions should too. Claudio Financial combines strategy with compassion to guide you through your next big move — wherever you are in your journey.

featured services

1:1 Coaching

1-on-1 coaching provides customized strategies focused on achieving financial stability, supporting growth, and establishing a solid foundation for a prosperous financial future.

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Financial Services

Financial services tailored to help small–medium businesses streamline operations, improve cash flow, and gain clarity for sustainable growth and success.

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CORPORATE BENEFITS

Corporate financial wellness programs offering employees the tools and guidance to improve financial health, reduce stress, and build a secure financial future.

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Why Work With Claudio Financial?

  • We serve clients in all 50 states — 100% remotely

  • Holistic support for life and business goals

  • Judgment-free, clear, and honest guidance

  • Customized strategies — no cookie-cutter solutions

  • Trusted by individuals, families, and entrepreneurs nationwide

What Our Clients Are Saying

  • I was able to become debt free in under a year by sticking to my budget, paying down my debts over time, and am able to focus on savings for the first time in many years.

    ~ Anonymous

  • I have been working with Laura for two years, and she has been an absolute asset to my business. Her exceptional attention to detail and thorough understanding of bookkeeping have kept my finances organized and stress-free.

    ~ Borana K. - Owner of Salon B.

  • Since our meetings with her, we feel more confident in saying “no” to things we don’t need, and don’t feel as stressed when it comes to how something will be paid.

    ~ Ulysees & Kaelyn G.

  • You see, these character traits don’t usually show themselves in a younger, newly developing professional like they do in Samantha. [She is] Honest in her assessments, but delivers it in a very kind manner (Truth and Grace combined).

    ~ Alan C.

  • "We only have one debt left and it will be paid off by early next year [2025]. Having a clear path forward has given us hope for our future."

    ~ Anonymous

upcoming services

HR services

HR services tailored to help small–medium businesses simplify hiring, support their teams, and build strong foundations for long-term growth and retention.

Coming Soon

Group Coaching

Group coaching programs designed to help individuals build confidence, master their money, and create lasting change through education, support, and community.

Coming Soon

Real estate

Real estate services designed to guide individuals and families through the homebuying journey with clarity, confidence, and expert support every step of the way.

Coming Soon

We Work Wherever You Are

From Florida to Alaska, Claudio Financial supports clients across the country through secure, virtual meetings. No matter your zip code, we're here to help.

Let’s Build Your Future Together

Whether you're ready to take charge of your finances, strengthen your business, or prepare to buy a home — we're ready when you are.