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We Are Coming SUBSCRIBE TO OUR EMAIL LIST & DOWNLOAD YOUR FREE CHECKLIST DISCOVER WHERE YOU STAND MAKE A PLAN TAKE ACTION To achieve financial success, we all need to spend some time developing our financial skills, financial knowledge, and financial assets. We need to know where we stand and what we need to do next. How to use this checklist to reduce your stress & protect yourself from emergencies. Let's get started! What level are you at now? 1. Great Start? 2. .Almost There? 3. On Track to Financial Success? Subscribe & Download yours for FREE First Name Last Name Email Subscribe & get your FREE checklist Who Are We

< Go Back WONDER WOMEN FINANCIAL PLANNING FOR Women BY Women Business Savvy THIS IS ME! First Responders THIS IS ME! Mom Boss THIS IS ME! Women and their Families THIS IS ME! Women in the Military THIS IS ME! Latinas THIS IS ME! Business Savvy We know you're focused on your goals and that leaves very little time for other things. You wear many hats and that can be overwhelming at times. Let us take a few things off your plate so that you can focus on your zone of genius. Mom Boss Whether you are single, married, changing careers, starting a family, getting divorced, or caring for elderly parents, there are critical financial steps you should be taking to ensure you meet your financial goals. WE KNOW MILITARY BENEFITS INSIDE AND OUT (Active Duty, Military Retirement & VA Benefits) Fun fact : Everyone in our firm has served on active duty. Women in the Military First Responders One Team Financial Group understands your financial needs and security might look a little different. We are proud to provide financial guidance to those that provide and serve our our communities. Women and Their Families Taking care of a family is a full time job. There's not always time left to take care other important things. Let us help you. Latinas Let's be honest. Latina women are unique. Our culture and family values impact most of our decisions - including our finances. Fun fact : Everyone in our firm is Latina. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY < Go Back Business Savvy Mom Boss Women in the Military Community Protectors Women and their Families Latinas

Firm Forms Are we? Deck Stack Client Agreement (PDF) fp Pathfinder Forms Goals Master List Inflation Client Agreement (JotForm) CRS Estate Planning Q Form ADV, Part 2A Privacy Policy Ongoing Financial Planning

WELCOME TO ONE Team Financial Group! Hi, I'm Claudia . I’m a Financial Planner. Independent and unaffiliated from any broker or dealer. Why I LOVE Financial Planning Financial Planning is near and dear to my heart. I grew up as a child of immigrants with very little money and not much financial literacy. My parents' core beliefs were to work hard, save as much money as possible, and pay off my car/house. Great advice! It set my foundation for adulthood; however, there is SO much more I didn’t know. My mission is to make sure no one I come across will ever feel like they don’t know enough to make smart financial decisions and make their dreams a reality. My personal financial goals: 1) Retire with Dignity and Independence 2) Ensure my parents retire with Dignity and Independence 3) Maximize my cashflow so that I can live comfortably today while planning for tomorrow 4) Leave a legacy to my (4) daughters that will support a foundation towards their financial security 5) Build a Financial Planning practice that will leave a giant legacy of serving others How I got here My journey to becoming a financial planner has been less than traditional. I joined the financial services industry following a 13-year career in the United States Marine Corps (Oorah! ). I served on active duty as a career planner and deployed multiple times to support Operation Enduring Freedom and Operation Iraqi Freedom. My military career came to a sudden stop after a devastating knee injury during Drill Instructor School, Parris Island, SC. Although I didn’t see it then, the knee injury was a blessing in disguise. It forced me to look for a career outside of the military that has gifted me the opportunity to have a tremendous, positive impact on people of all different ages, my family, and friends. What I believe about Financial Planning Understanding that the single most powerful contributor to financial well-being is behavior, I work closely with my client families to develop personalized financial plans that reflect their values, address their priorities, and support their goals. I'm ready to help you pursue your goals, whether it's through a brief DIY check-up or a lifetime journey of ongoing financial planning. Are you ready? Are you ready to take control and feel empowered with your financial situation? Would you like to have someone you can trust by your side?

< Go Back FOR WOMEN WHO WANT TO ENSURE FINANCIAL SUCCESS BY LEARNING WHAT TO DO NEXT CREATED FOR WOMEN, BY WOMEN Click on the forms to DOWNLOAD YOUR CHECKLITS See if We're a Good Fit for You All of our services start with a complimentary consult < Go Back SCHEDULE YOURS TODAY

home Value Based Financial Planning & Monitoring For Individuals Who Don't Come From Money Ready to Build Wealth THE BENEFITS OF WORKING WITH US SIMPLICITY No fancy jargon, get financial planning in simple terms! NO PUSHY SALES We DO NOT lead by selling products. We are compensated for our time and advice. If you need other services we offer transparent, up-front fees. CLARITY Get clarity around your money with clear actionable steps. Because a confused mind will always say NO! FIDUCIARY OATH A fancy way to say, I will always uphold your interests and needs first. ONGOING PLANNING Life will happen, get ongoing support throughout the entire year and as life events occur. NO INVESTMENT MINIMUMS Unlike "traditional" financial planners, you don't need to have a large sum of money to invest in order for us to work with you. Build & Protect Wealth Invest Smarter Reduce Taxes Optimize Income Leave a Legacy Get Closer to Your Financial Goals FROM DIY TO FULL SERVICE FINANCIAL PLANNING ONE TEAM FINANCIAL GROUP CAN HELP YOU ON YOUR FINANCIAL JOURNEY NO MATTER WHERE YOU ARE ON YOUR PATH Contact CONTACT US E-MAIL for general info, appointments, and administrative inquiries BGarcia@1t1ffinancial.com E-MAIL Claudia directly CEMoreno@1t1ffinancial.com HAVE A QUESTION? SEND US A MESSAGE Thanks! We'll be in touch shortly. Submit

< Go Back Services and Fees FLEXIBLE PRICING PERFECT FOR YOUR FINANCIAL SITUATION DOWNLOAD A LIST OF ALL OUR SERVICES HERE < Go Back SERVICES AVAILABLE IN-PERSON HAWAII , REMOTE NATIONAL

< Go Back Let's be honest. Latina women are unique. Our culture and family values impact most of our decisions - including our finances. Fun fact : Everyone in our firm is Latina. FOR LATINA WOMEN WHO WANT TO ENSURE FINANCIAL SUCCESS BY LEARNING WHAT TO DO NEXT DOWNLOAD (3) FREE CHECKLISTS BELOW TO GET YOU STARTED CREATED FOR WOMEN, BY WOMEN GET 3 FREE CHECKLISTS TO GET YOU STARTED TODAY Find out your next steps to be on track to achieve financial success. Learn to set goals like a boss. Goal setting is fundamental to sound financial planning. Learn the key financial milestones you need to keep in mind. First Name Last Name Email Send See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY Vea si Somos una Buena Opcion para Usted Todos nuestros servicios comienzan con una consulta gratuita PROGRAME LA SUYA HOY < Go Back

Plans ALL OF OUR SERVICES START WITH A COMPLIMENTARY CALL SCHEDULE YOURS TODAY BASIC FINANCIAL PLAN Perfect for individuals who want to take control of their finances, create an individualized financial plan, and see the value in monitoring all aspects of their financial health. DEBT ELIMINATION PLAN Perfect for individuals who are finding it difficult to crush debt on their own. HOURLY FINANCIAL PLANNING One-time meeting to address exactly what you want to focus on. TAX SERVICES (Tax prep/filling, Tax Planning) Learn More COMPREHENSIVE FINANCIAL PLAN Perfect for individuals who are in or nearing retirement (50 yrs or older). These individuals want to ensure they have more money than life with a major focus on the protection of accumulated assets and a solid retirement distribution strategy. INVESTMENT MANAGEMENT ONLY Perfect for individuals who simply have a sum of money to invest. ESTATE PLANNING (Wills/Trusts) Learn More LIFE INSURANCE ONLY Learn More SERVICES AVAILABLE NATION WIDE See if We're a Good Fit for You All of our services start with a complimentary call SCHEDULE YOURS TODAY

Let's Talk About YOU! First Name Last Name Email Phone Education I speak Spanglish and understand Spanish Tell us about yourself! Send Thanks for submitting! We’ll get back to you shortly.

< Go Back FOR MILITARY & VETERANS WHO WANT TO ENSURE FINANCIAL SUCCESS BY LEARNING WHAT TO DO NEXT (Active Duty, Military Retirement & VA Benefits) Fun fact : Everyone in our firm has served on active duty. WE KNOW MILITARY BENEFITS INSIDE AND OUT To play, press and hold the enter key. To stop, release the enter key. YOUR EXPERIENCES ARE UNIQUE YOUR FINANCES ARE UNIQUE YOUR BENEFITS ARE UNIQUE LET US HELP YOU ACHIEVE YOUR GOALS. YOU'VE EARNED IT. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY FOR MILITARY WOMEN WHO WANT TO ENSURE FINANCIAL SUCCESS BY LEARNING WHAT TO DO NEXT DOWNLOAD (3) FREE CHECKLISTS BELOW TO GET YOU STARTED CREATED FOR WOMEN, BY WOMEN GET 3 FREE CHECKLISTS TO GET YOU STARTED TODAY Find out your next steps to be on track to achieve financial success. Learn to set goals like a boss. Goal setting is fundamental to sound financial planning. Learn the key financial milestones you need to keep in mind. First Name Last Name Email Send