Welcome

To Your Financial Transformation Journey

Tax-Exempt Retirement

We Understand Your Specific Needs

Estate Planning

An Essential Financial Solution

Our Approach

We all deserve to live better—don’t we?

I believe that. Deeply.

Everyone’s life, goals, and challenges are different—so why should financial advice be one-size-fits-all?

As a Financial Life Coach and fiduciary, I’m committed to acting in your best interest. My approach is 100% personalized. I help you understand how money truly works, so you can make informed decisions that support your wants and needs.

Together, we’ll design a clear, flexible financial path tailored to you. I’ll walk beside you—not just at the start, but throughout your journey, making adjustments as life evolves. This is more than short-term advice—it's long-term partnership, for you and your family, across generations.

📞 Ready to explore what’s possible?

Book a no-obligation 15-minute triage call and let’s see if we’re the right fit.

Let's Talk

About

Hi, I am Neeraja (Neer-ja)

Cheerleader of your Financial Transformation

I’m a mom. A former technology leader. And now, a Financial Life Coach with a heart for helping real people navigate life and money without fear or shame. I have been helping people for the past 3 years.

Like many of my clients, I’ve juggled multiple roles. I’ve provided for my family. I've led teams. I’ve stayed up at night wondering, Am I doing enough? Will we be okay?

That’s why I created Augment Financials — not to sell financial products, but to walk with you through your financial story.

I help people:

Build wealth safely, without the rollercoaster of risk
Maximize their retirement income without IRS limits
Pay off their home years earlier — without cutting corners
Discover retirement strategies most professionals don’t talk about

But more than that? I help people find peace in their relationship with money. Because money isn’t just math — it’s emotional. It’s tied to identity, self-worth, and dreams you may not have said out loud in years.

Whether you’re a new parent, a business owner, a pre-retiree, or somewhere between 35 and 50 feeling overwhelmed — I see you. And I’ve got you.

Let’s start with something simple: a free clarity report tailored just for you.
No pressure. No jargon. Just honest help from someone who’s been there.

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