About CLDI

Focused on your individual needs – responsive and convenient.
CLDI offers financial coaching, planning and consulting services focused on you and your goals. CLDI strives to accommodate clients’ busy schedules and is available for consultation by telephone and video conference.

While CLDI does not sell investments, we may refer you to trusted professionals if required. Our network also includes mortgage, real estate and insurance specialists as well as legal services.

Over the past 30+ years, CLDI has found that clients benefit from our services over the long-term, through different stages of life or the business cycle. 
Peggy grew up in a military family and as a result she hates being told what to do by anyone. After working in various roles, Peggy embraced entrepreneurship, facing the challenges of being a solopreneur and later navigating the environment of an accounting firm. In 1998, she took the final daring leap into self-employment and has never looked back.
 
Seeking support beyond her circle, Peggy invested in personal growth, doubling and tripling her income with a mindset-focused business coach. Now, she's on a mission to empower entrepreneurs and solopreneurs, using accelerated personal development tools to help them break free from limiting beliefs and decisions.
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​Peggy’s personal goals currently include achieving a third-degree black-belt in TaeKwon Do (achieved 2021) and singing jazz standards outside the shower.

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Contact CLDI today so that together we can establish a financial future with you.