About
"Think of us as your personal trainer but for money"
Start Your Journey
Real guidance for real beginnings
Why Personalized Matters More Than You Think
Traditional financial advisors often start with complex investment strategies and assume you already have your financial foundation solid. We start where you actually are: whether that's living paycheck to paycheck, drowning in debt, or simply feeling overwhelmed by conflicting money advice online.
Our mission is to drive transformation through empowerment and strategic guidance, opening the door to lasting freedom, fulfillment, and a life defined by purpose - not circumstance.
Your Money Strategy changes everything. In just one comprehensive session, we'll map out your complete financial picture and create a step-by-step plan that honors both your current reality and your future dreams. This isn't about restricting your life. It's about designing a financial strategy that supports the life you actually want to live.
Meet Our Team
Our team of experienced financial coaches is here to guide you on your journey to financial peace
Josh
Josh is the founder of ClariFi, where he works hands-on with clients to create personalized financial strategies that help them get out of debt, plan for the future, and build systems that make money less stressful and more empowering.
Driven by a deep passion for helping people, Josh finds the most fulfillment in seeing clients transform from anxious and overwhelmed to confident and in control of their money. He takes pride in ClariFi's powerful mission: to drive transformation through empowerment and strategic guidance, opening the door to lasting freedom, fulfillment, and a life defined by purpose - not circumstance.
Josh holds a bachelor’s degree in finance and combines his professional background with a relatable, practical coaching style that helps clients achieve real, lasting results. He also shares financial tips and insights on YouTube and TikTok as @ClariFiCoaching, reaching an audience eager to take control of their financial futures.
Josh lives in Colorado with his wife and son. When he’s not coaching clients, you can find him spending as much time as possible with his family, making memories and living out the kind of intentional life he helps others create.
Qualifications & Certifications
Bachelor of Science in Finance, Security Industry Essentials
"Do not conform to the pattern of this world, but be transformed by the renewing of your mind." - Romans 12:2"
Bri
Hi, I’m Bri! As the Marketing Lead at ClariFi, I drive brand initiatives that connect individuals, families, and communities with the financial guidance they need to build stronger, more confident futures.
I’m passionate about transforming financial education into something that feels empowering, approachable, and actionable. Through clear messaging and community-centered campaigns, I ensure our audiences not only feel seen and supported, but also equipped to take meaningful steps toward financial well-being.
Outside of work, you’ll find me enjoying quality time with my family and living the kind of intentional, values-based life we aim to inspire through our work at ClariFi.
Qualifications & Certifications
Bachelors of Science
"True impact starts with connection. When we meet people where they are, we help them see where they can go."
We Don't Just Teach Sound Money Principles,
We Embody Them
That's how we know they work.
Real Transformation Happens When Money Aligns With Values
We believe your budget should reflect what matters most to you. Love traveling? We'll build that in. Want to support your family? That's part of the plan. Passionate about giving back? We'll make room for generosity.
Your Money System should amplify your values, not suppress them.
The Difference Is In The Details
While other financial services focus on products and percentages, we focus on you. We take time to understand how you actually spend money, what triggers your financial stress, and what motivates you to stick with positive changes.
Then we build systems that work with your personality, not against it.
Built For Busy Professionals Who Want Better
You're smart, capable, and successful in your career. You shouldn't have to become a financial expert to achieve financial peace.
We translate complex financial concepts into simple, actionable steps that fit seamlessly into your already busy life.
Your Financial Coach, Not Your Financial Judge
There's no shame in our process, only progress. We've worked with hundreds of young professionals who felt behind, overwhelmed, or embarrassed about their financial situation.
Every single one discovered that with the right guidance and personalized approach, financial confidence is absolutely achievable.
Why Choose ClariFi?
We're not just another financial service. We're your partners in creating lasting financial transformation that honors both your ambitions and your humanity.
Understanding Without Judgment
Your financial struggles don't define your worth. We provide a safe space where you can be honest about your situation without fear of judgment.
✓ Finally feel comfortable discussing money openly
Practical Solutions That Fit
No cookie-cutter budgets or one-size-fits-all advice. Every strategy is designed specifically for your actual life and circumstances.
✓ Get actionable steps that work with your schedule and values
Community Support
Join a community of people on similar journeys. Financial wellness isn't a solo journey. We're here to support each other.
✓ Build lasting accountability partnerships and connections
Lasting Transformation
We don't just solve immediate problems. We help you build sustainable habits and systems that create long-term financial peace.
✓ Develop confidence that lasts beyond our coaching relationship
What Makes Our Method Different
Our proven framework combines industry best practices with personalized guidance that actually works in real life
Evidence-Based Methods
Our strategies are built on proven financial principles and behavioral psychology research. We combine time-tested wealth-building fundamentals with modern approaches to habit formation and goal achievement.
Personalized Implementation
Every Money Strategy is uniquely crafted for your specific situation, goals, and lifestyle. We don't believe in cookie-cutter solutions. Your plan will be as individual as you are, designed to work with your real life, not against it.
Sustainable Systems
We focus on building systems and habits that last. Rather than quick fixes or temporary solutions, we help you develop the skills and mindset needed for long-term financial success and peace of mind.
Ongoing Support
Your Money Strategy session is just the beginning. We provide clear next steps, implementation guidance, and the option for continued coaching support as you work toward your financial goals.
Ready to Experience the Difference Personalized Financial Coaching Makes?
Your Money Strategy is where transformation begins. In one focused session, you'll walk away with clarity, confidence, and a concrete plan designed specifically for your unique situation.