CLARITY FINANCIAL
"Smart Planning~Intelligent Investing"
Our Approach
A Better Approach to Financial Planning
Our clients are unique, and we want to embrace their individual goals - financial and otherwise. One of the most common questions our clients have when approaching retirement is, "Where does our cash flow come from when the paychecks stop?" When retired clients understand the answer to this question, they are more prepared to turn the "saving" switch off and transition to a "spending" switch - not an easy transition when you've been focused on saving for decades!
Younger clients are often unsure how to build wealth while raising children and dealing with all the demands placed on their time. They are not worried about cash flows in the future so much as how to allocate their cash flows today. "Do we pay down the house faster or put more in our retirement savings? Our we saving enough toward retirement? Can we afford a nicer house, a newer car, or private school?
​
Worrying about finances shouldn't be where you are investing your energy. There are more important priorities in your life - family, friends, your health, and your work all demand attention. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
.png)
Holistic financial planning is an ongoing process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and adjusts as your circumstances change. Our down-to-earth approach provides you with practical, insightful financial guidance and reduces the stress that financial planning can cause.
What We Promise
We promise our clients a holistic, professional approach when working together. Your privacy will always be protected, and we will strive to maintain the highest ethical standards possible. We will continually enhance our skills and credentials through continuing education and pass on financial education to our clients whenever available.
​
Finally, we will never sell a product or take a commission or a referral fee from another professional. While no one can be completely unbiased in all circumstances, we feel that the steps we have taken to provide conflict free advice are the most comprehensive in the industry. This allows us to be dedicated to your financial success as your life goals change.