About Us
Meet Claire Baggao
As the founder of Layline Financial, I set out to create inclusive financial and life planning services that reflect a deep understanding of both institutional asset management and high-net-worth financial planning. Throughout my career, I’ve worked with remarkable individuals and families seeking guidance for life’s many milestones. Often, these clients didn’t align with the traditional wealth management mold, yet their goals and stories were no less significant. I envisioned a practice where flexibility and creativity could meet expertise, ensuring that everyone has access to meaningful, tailored financial solutions.
Planning for Life’s Possibilities
While many advisors focus on “goals-based planning,” I take a “possibilities-based planning” approach—empowering you to forge your own path, wherever life takes you. Setting goals is important, but life is unpredictable, and priorities can evolve. That’s why I believe in creating financial plans that are flexible and resilient, designed to adapt to whatever challenges or opportunities come your way.
My approach is flexible and tailored, ensuring each client receives solutions that suit their specific needs and priorities. Whether you’re seeking comprehensive financial planning, investment management, or guidance on a specific life transition, my goal is to provide strategies that align with your unique circumstances in a way that is both actionable and understandable.
I specialize in helping clients navigate the complexities of their financial lives with clarity and confidence. From retirement planning and investment strategies to equity compensation, taxes, insurance, and more, I’m committed to providing thoughtful, personalized solutions that adapt to every stage of life.
Let’s build your plan together
Real financial plans are not static or inflexible documents. They grow and change as life provides us with wonderful and challenging surprises. Rather than worry about the unknown, my clients can embrace it. That’s when it becomes more than a Financial Plan. It’s a Life Plan.