Reviews

Check out what clients have to say!
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5.0 rating
5 out of 5 stars (based on 20 reviews)
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5.0 rating

If you’re looking for overall financial health & wellness, individually or generationally, look no further than, Antoinette. Our initial consultation shifted my thinking about wealth, introducing me to High Yielding Savings Accounts and assessing best options to eliminate/reduce my credit card and student loan debt. I came into this with basic knowledge of budgeting, reducing debt and savings – and left feeling empowered to approach wealth and its management differently. I’m actually excited about my finances and her knowledge eases my worries and questions. BOOK HER NOW!

Jazmin G.
5.0 rating

After years of planning my own finances and not really knowing what I was doing, I reached out to Antoinette because she seemed nice, knowledgeable and honest. I was right. Antoinette broke my financial strategy down into four areas: short, middle, long term goals & debt. I was really impressed with her. I recommend talking to her to figure out what is best for you. The first consultation is FREE!! You honestly will not regret it!

Alondra Esparza
5.0 rating

Antoinette is incredible! I’ve learned so much about finances from her, she is diligent and so knowledge! I feel confident knowing my finances are in order, and that I have a PLAN for my money. I’m happy to now be able to share financial knowledge with my family.

Brianna Chapa
5.0 rating

Honestly, Antoinette blew my mind during the first consultation. She helped me realize that saving money is more than just seeing the number go up in my bank account. Saving money helps you achieve your life long goals. Antoinette is insightful, and enthusiastic about helping people out. I look forward to her help in achieving my goals.

Bryan Soriano
5.0 rating

After my initial consultation with Antoinette, I left feeling reassured after reviewing my financial goals. Antoinette made sure that all the information presented was accessible – something she strives to do for all. When speaking with her, you can automatically tell that this is her passion; to help others manage their finances. If you’re someone like me who has no idea how to get started, Antoinette will ease you through the process. Don’t hesitate to schedule your consultation.

Jose Sanchez
5.0 rating

I was looking for someone to help me navigate finances and so many questions I had on building up my savings portfolio and how to budget my money and do some goal setting and future planning. She is funny, charismatic, clear, and detail oriented. I learned so much in just 1 hour with Antoinette and can’t thank her enough for helping me navigate such a daunting task. She is delightful and I feel so envigorated after our session together. She actually made handling finances fun and I’m looking forward to moving forward with the action plan she made me!

Ashlynn Polanco
5.0 rating

As a recent college graduate entering a recession, I had many negative emotions surrounding my finances: confusion, uncertainty, and fear. After talking with Antoinette, I feel more confident in my ability to stick to a budget, repay my debt, and start saving and investing. Antoinette was an attentive listener and carefully developed a plan for me based on my financial goals. Antoinette’s approach to financial consulting is accessible, comprehensive, and affirming. I’m truly so excited to keep working with her!

Alejandra Davila
5.0 rating

Antoinette is such a great individual and resource for anyone who wants to take their finances to the next level. She offers a free consultation and is really informative in just the first consultation. She addresses any financial aspect you are interested in such as credit card or student loan debt, 401k, investing, and much more! She really cares about what she is doing and is passionate about helping others attain their financial goals. I definitely recommend anyone and everyone to contact her, especially if you don’t know where to start.

Valeria Rivera
5.0 rating

I had an outstanding experience working with Antoinette. She went above and beyond in preparing for the consultation and following up after. I found the tools and information she provided me with very helpful in meeting my financial goals.

Carolina Silva
5.0 rating

Antoinette provided me with an abundance of knowledge in an efficient manner. As a first generation college graduate, I find myself unaware of information on finances and with Antoinette’s guidance, I was able to make my first investment! I’m so thankful for her amazing services! I now feel confident in my future endeavors when it comes to investing and saving. I would definitely recommend Antoinette’s services in financial literacy to anyone I know looking to explore their options.

Madeline Machlab

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