"We have been working with Samantha ever since we decided we needed to learn how to budget and take paying off our debt more seriously! She has helped us tremendously not only with making a plan for our money but also showing us where and how to invest it. 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. We trust her financial guidance and education and are so happy we gave her a chance! We recommend Claudio Financial to anyone who needs assistance getting their finances in order or simply needs help with making a financial plan with a coach who truly cares about you as a person!"

~ Ulysees & Kaelyn G.

"I first met with Samantha after realizing I was struggling with my finances. After our consultation, we had an initial 1-on-1 to discuss my mindset around money, my spending patterns and behaviors (and the reasons behind those), and a few weeks later, we met again to go over my customized financial plan. We discussed any objection that I had and went deeper into why I was feeling that way, and made adjustments to ensure that the plan would be feasible and achievable for me. We then had another 1-on-1 session to follow up on my first few weeks of living in accordance to the plan.

I was struggling a little bit, and so we went over my financial plan and discussed ways to improve in order to be successful. It was at this moment that her knowledge of the plan and my situation really came into display, showing that it truly is possible for everyone to win financially. It was very impressive, and was only matched by her heart for people and her passion for walking with each of us through this journey toward financial freedom.

This is why I have committed to my own personal success, facilitated by Samantha and her program. I know I will succeed, and I will continue to work hard until my new behavior becomes a habit.
Here are some of the character traits that really combine to create a world class offering for her clients:

  • Confident

  • Subject Matter Expert

  • Great Communicator

  • Not a detail escapes her

  • Honest in her assessments but delivers it in a very kind manner (Truth and Grace combined)


What also surprised me is how young she is. You see, these character traits don’t usually show themselves in a younger, newly developing professional like they do in Samantha. Her command of the information and ability to navigate the relational realm expertly brought me to buy-in on her coaching program."

~ Alan C.

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

~ 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.

Laura consistently goes above and beyond, ensuring that every aspect of my financial records is accurate and up-to-date. She’s always quick to answer questions, and her ability to explain complex financial matters in simple terms has been invaluable.

Her professionalism, reliability, and dedication to her work make her an irreplaceable part of my team. I highly recommend Laura to anyone in need of a skilled and trustworthy bookkeeper! "

~ Borana K. - Owner of Salon B.

"I was in debt by almost $20,000 and saw no way out.  Samantha meticulously examined my spending habits and categorized them so we could analyze the fixed expenses(house, cars, utilities) versus the ‘extras’ (going out, subscriptions/memberships, etc.)  It was very eye opening to see how quickly the ‘extras’ added up and how a lot of the recurring items were things I didn't really need or use.

I was able to save over $300/mo. simply by canceling various subscriptions I didn’t use or didn’t know I was paying for.  It also allowed me to see just how much we were spending on food; an astrinomical $1,300/mo. on eating out.  Samantha was able to help me create a budget that aheared to my goals, while also aligning with my lifestyle (within reason of course). She helped me work on staying consistent with it and I am now much more aware of my spending habits and in control of my money. 

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. Samantha truly cares about helping people and is incredibly dedicated to her clients.  I highly recommend Samantha to anyone ready to take control of their financial health and work towards achieving their future goals, whether it’s retirement, travel, home improvements, or beyond."

~ Anonymous