Clase Media supports individuals and families who want to organize their finances, live below their means and build lasting wellbeing without relying on trends or empty promises.
The name does not describe an income level. It describes a philosophy: living with intention, maintaining a balanced lifestyle and building a strong financial base with patience, discipline and conscious choices.
Support middle-class individuals and families through practical financial education so they can build the foundations needed to reach their goals and create long-term wellbeing.
Normalize a society where families live below their means, build strong financial fundamentals and pursue lasting wellbeing without depending on instant gratification.
Financial stability comes from habits, discipline, structure and consistent decisions rather than appearances.
The right financial choices rarely offer immediate gratification. The focus stays on patience, consistency and compounding progress.
The work centers on saving, investing and responsible debt management so people can make informed decisions.
Money should also serve a deeper purpose. Giving from a place of order supports balance and perspective.
Sonia Sofia brings more than ten years of combined experience in management and business accounting. Her education at the Polytechnic University of Puerto Rico supports a responsible, analytical and orderly approach to personal and organizational finance.
Eric contributes more than thirteen years of experience across pharmaceutical, distribution, aerospace and banking environments. His process-optimization work is paired with a sustained interest in investing, retirement planning and real-life financial behavior.
Clase Media combines strong accounting and management experience with a broad background in process optimization. As a married couple and as professionals, they guide families with a practical, structured and deeply human approach.
Together they combine complementary perspectives: a strong foundation in accounting and financial management, and broad experience in process optimization. That combination allows them to approach personal finance from two essential angles: a practical understanding of money and the structure needed to make sustainable decisions over time. As a married couple and as professionals, they guide individuals and families with a serious, structured approach centered on building long-term financial wellbeing.
A structured process to understand the current financial picture, organize cash flow and define a realistic plan for personal or family goals.
We evaluate income, expenses, debt, savings and assets to build a clear view of cash flow and the current financial structure.
We develop a more efficient budget framework so there is stronger control over money, more room to save and better support for financial goals.
We work with you to identify financial goals across the short, medium and long term, organizing them by priority and impact.
We review current debt and propose a structured plan to reduce or eliminate it in a strategic way.
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