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🌿 Our Story — The Clearli™ Way

At Clearli™, we believe clarity is more than a clean spreadsheet or a balanced ledger—it's the foundation of confident decision-making, sustainable growth, and a thriving business.

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Our story began with a single question:
“What if small business owners didn’t have to figure it all out alone?”

We saw countless entrepreneurs drowning in disorganized finances, confusing tax obligations, and digital overwhelm—struggling to manage their money, stay compliant, and scale their vision. So we created Clearli™: a full-spectrum business support brand built to simplify the numbers, systemize the chaos, and help leaders scale with confidence.

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We’re not just bookkeepers.
We’re business translators. Financial guides. Compliance protectors. And clarity creators.

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Through modern bookkeeping, done-for-you solutions, smart digital tools, and custom consulting, we help visionaries like you:

✔️ Get organized
✔️ Stay compliance

✔️ Stay profitable
✔️ Plan strategically
✔️ And lead with confidence

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Whether you're just starting out or scaling to your next level, we meet you where you are—and walk with you toward where you're going.

Because when the numbers are Clearli™...
💡 The vision becomes possible.
💸 The growth becomes predictable.
🚀 And the business becomes unstoppable.

Our Team

Ketnise Dulcio

Financial Coach & Advisor

Ketnise has 7 years of experience in financial coaching, with a strong background in helping individuals and small business owners create budgets, manage debts, and build wealth. She has a Master's degree in Administration and is a Certified Financial Coach (CFC).  Ketnise is also a member of the Financial Planning Association and regularly attends workshops on personal finance and investment strategies.

Responsibilities:

  • Lead financial literacy workshops for clients and the community

  • Provide one-on-one financial coaching

  • Develop resources and tools for clients to manage and grow their finances

  • Collaborate on content creation for workshops, digital products, and coaching sessions

Skills:

  • Financial Planning

  • Debt Management

  • Investment Strategies

  • Coaching and Mentoring

  • Public Speaking

Core Values:

  • Empowering others through financial education

  • Integrity and trustworthiness

  • Providing actionable steps toward financial freedom

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Jeroen Leeuw

Marketing & Content Strategist

 Jaroen has 5 years of experience in digital marketing and content strategy. He specializes in developing marketing campaigns and creating engaging content for financial services. He has a background in digital marketing with a degree in Marketing Communications and has worked with various businesses to grow their online presence.

Responsibilities:

  • Develop marketing strategies to promote Dulcio Financial Group’s services and products

  • Oversee content creation, including blogs, newsletters, social media posts, and videos

  • Implement affiliate marketing strategies and partnerships

  • Analyze website traffic and optimize for better conversion rates

Skills:

  • Digital Marketing Strategy

  • Content Creation & SEO

  • Affiliate Marketing

  • Social Media Marketing

  • Data Analytics

Core Values:

  • Creativity and innovation

  • Driving business growth through effective marketing

  • Client-focused campaigns that deliver results

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Sheryl Bates

Client Relations & Operations Manager

Sheryl has 6 years of experience in operations management and client relations in the financial industry. He is skilled in improving business processes and ensuring excellent customer service. David has a background in Business Administration with a focus on Operations and has worked in fast-paced environments where he helped streamline operations and enhanced client experience.

Responsibilities:

  • Manage client interactions and ensure a high level of satisfaction

  • Oversee day-to-day operations and ensure services are running efficiently

  • Coordinate between departments to ensure smooth delivery of services

  • Provide support for clients throughout their financial journey

Skills:

  • Client Relationship Management

  • Operations & Process Improvement

  • Team Collaboration

  • Customer Service Excellence

  • Problem Solving

Core Values:

  • Client satisfaction is key to business success

  • Continuous improvement and efficiency

  • Team-oriented collaboration

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Clearli's Client Process

Clearli’s streamline process helps clients move from clarity to action, achieving real, measurable results.

Our system is all about providing clarity, proactive support, and efficient results, ensuring clients make confident decisions and achieve sustainable success.

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  1. Initial Clarity Session
    We start with an in-depth consultation to understand your unique financial, legal, and business needs, helping you gain clarity on your goals and challenges.
     

  2. Customized Action Plan
    Based on the insights from the initial session, we create a personalized, step-by-step action plan designed to achieve your specific objectives with clear milestones for tracking progress.
     

  3. Strategic Implementation
    We guide you through the implementation of the plan, providing hands-on support, tools, and resources to ensure smooth execution and immediate results.
     

  4. Ongoing Monitoring & Adjustments
    Regular check-ins ensure that the plan stays on track. We make necessary adjustments to account for changes and continue optimizing your strategy for success.

  5. Sustained Growth & Success

With continuous support, we focus on long-term growth, ensuring that the strategies put in place evolve with your changing needs, leading to lasting financial, legal, and business success.

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