About Us
Meet Claire Baggao, Your Co-Pilot in Ambition
You’re not here for “good enough.” You’re here to chart your own course - to live on your terms, with intention, adventure, and financial clarity.
I’m Claire Baggao, founder of Layline Financial. Over the years, I’ve had the privilege of working alongside remarkable individuals and families whose stories don’t always fit the traditional mold. They aspire. They rise. They demand something more than conventional wisdom. What they need isn’t one-size-fits-all; it’s a tailored alliance they can trust.
My mission? To bring together institutional rigor and boutique caring, delivering a financial + life planning experience that deeply understands complexity - without losing sight of what truly matters.
Why layline exists
Because success is multidimensional.
Because growth, freedom, impact, joy — these are as real as returns and tax brackets.
Because life doesn’t happen in spreadsheets.
I built Layline Financial to bridge the gap between the mechanical side of wealth and the human side of living. Here’s how we do that:
Possibilities-based planning over narrow goal-setting.
Goals are helpful. But life shifts, opportunities emerge, priorities evolve. We build a plan rooted in resilience — one that can flex, grow, and move with you, so you never feel locked into a path that no longer serves you.Clarity & confidence across complexity.
Whether you’re navigating equity compensation, tax strategy, multiple business ventures, estate dynamics, or a major transition — you don’t have to go it alone. We unpack complexity into a clear, actionable roadmap.Freedom to focus on what matters.
When the financial base is solid, you get to invest energy into your legacy, your relationships, your passions, your impact. With me, planning becomes the foundation, not the obsession.Partnership & craftsmanship.
You’re not hiring a vendor. You’re bringing in a strategic partner — someone who asks bold questions, sees around corners, and helps you fall in love with what’s next.
Let’s Build Something Meaningful
This isn’t about perfect predictions or sterile projections. It’s about co-creating a roadmap that adapts with you - for the bold ambitions, the messy transitions, and the moments that demand extra courage.
When you're ready, let’s start with a Discovery Session. No pressure, just curiosity. Let’s look at where you are, where you’d love to go, and how we can architect a life that feels like you.