Financial and Retirement Planning

Achieving your dreams and living the life you've always wanted is within reach with a well-crafted financial plan. Whether it's the joy of owning your own home, the satisfaction of funding your children's education, or the peace of mind of a stress-free retirement, we understand that each of our clients have unique goals. We go beyond just saving, budgeting, and investing, to truly understand your financial background and identify your core values. Together, we'll create a personalized plan that guides you towards the life you want to live.

CLARITY 180 Financial Planning Program 

Maximize the potential of your finances with our Clarity 180 Financial Planning program. Over the course of three months, we will partner with you to gain a deep understanding of your financial background and personal values. Together, we will provide recommendations, set clear goals, and develop a comprehensive plan to achieve them. With monthly meetings, we will provide ongoing support and expert recommendations to give you the vision and perspective you need to take control of your financial future. 

The Clarity 180 program focuses on key tactical areas that include:

  • Financial and Retirement Plan - Our team will conduct a thorough assessment of your current financial situation and help you create a personalized plan to reach your desired future. We will work together to identify any gaps and provide recommendations to put you on the path to success.
  • Budget and Saving Assessment - We will evaluate budget and savings, provide recommendations for optimized cash flow and increased savings, and identify cost-cutting measures.
  • Investment Analysis - Our team will assess your investment risk profile and compare it to your personal risk tolerance. We'll provide recommendations to align your investments with your goals and risk preferences.
  • Estate Plan - We will conduct an audit of your current estate structure and provide expert recommendations on the best plan for you, maximizing the value and security of your assets for you and your loved ones.
  • Insurance Analysis - Our team will conduct a comprehensive review of your insurance plans, including health, property, life, auto, long-term care, and home insurance. We'll provide recommendations to ensure that you have the optimal protection for you and your money. 
  • Tax Strategy - We will conduct an in-depth analysis of your current tax situation and provide strategies to ensure your income is taxed more efficiently. We'll help you identify ways to minimize your taxes, maximizing your savings and financial stability.

At the completion of the Clarity 180 program, you graduate! As a graduate, you will have the tools and knowledge to take control of your financial future. But our relationship doesn't have to end here. You have the option to continue our partnership at a discounted flat rate, ensuring that you have the support and guidance you need to maintain your financial success and most importantly keep yourself accountable.

Invest in yourself and your financial well-being, start the Clarity 180 program today!

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CLARITY 360 On-Going Service Plan

Experience the full impact of the Clarity 180 program as the benefits of our foundational work continue to compound over time. Our deep understanding of you and your finances allows us to be your guide, as we navigate the complexities of financial decision-making and opportunities that life throws your way. As we get to know you and your financial situation, our ability to help you achieve your goals increases. 

Your financial well-being is not just about numbers on a page. It’s about using the tools at your disposal to achieve your life goals. Our on-going service is anchored by an in-depth annual meeting. This is your opportunity to take stock of your progress towards the life you envision, share updates on what's happening in your life and make assessments. We will use this time to gain a deeper understanding of your needs, in order to support and protect you as you navigate life's financial choices. 

Our commitment to you goes beyond our annual meeting, we also host bi-annual check-ins via Zoom, keeping you up-to-date with our newsletter and providing guidance as needed. We understand that life doesn't always follow a set schedule, which is why we are always here for you, ready to provide support and expert advice whenever you need it. Trust in our team to be your partner in navigating the ever-changing landscape of your financial journey.

Are you ready to take control of your financial future? Schedule a consultation with our expert team to learn more about our Clarity Planning programs and how we can help you achieve your goals. Don't wait, take the first step towards financial success today. 

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