Get the support you need to live the life you want
Get the support you need to live the life you want
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No matter where you are in your financial journey, or what life decision you are making, we are here to help you achieve your goals.
No matter where you are in your financial journey, or what life decision you are making, we are here to help you achieve your goals.
Financial Services for Every Stage of Life
Financial Planning
Financial Planning
Work with a Clarity advisor to achieve your goals, eliminate gaps in your personal finance education, and develop a strategy to get your money working harder for you. Best for working professionals early and mid career under the age of 55 who want to optimize their finances and establish financial security for the future.
Work with a Clarity advisor to achieve your goals, eliminate gaps in your personal finance education, and develop a strategy to get your money working harder for you. Best for working professionals early and mid career under the age of 55 who want to optimize their finances and establish financial security for the future.
Explore options
Explore options
Learn more
Learn more
Investment Management
Investment Management
We’ll provide advice on your entire financial picture and manage your investment accounts, in accordance with your financial goals. This service is often best suited for late career professionals and retirees, who are looking to put together a strategic plan to maximize the benefit of their retirement savings, and desire high level direct support and strategic planning throughout their retirement years.
We’ll provide advice on your entire financial picture and manage your investment accounts, in accordance with your financial goals. This service is often best suited for late career professionals and retirees, who are looking to put together a strategic plan to maximize the benefit of their retirement savings, and desire high level direct support and strategic planning throughout their retirement years.
Learn more
Learn more
Enjoy transparent value and pricing with all of our services.
Retirement
Transition Planning
Retirement Transition Planning
Our dedicated team will help you prepare for and smoothly navigate your transition into retirement. The right comprehensive planning can make all the difference
in experiencing a meaningful, enjoyable, and secure retirement. Best for working professionals who plan
to retire within the next
3-5 years who see value in receiving professional advice to help optimize irreversible retirement decisions.
Our dedicated team will help you prepare for and smoothly navigate your transition into retirement. The right comprehensive planning can make all the difference in experiencing a meaningful, enjoyable, and secure retirement. Best for working professionals who plan to retire within the next 3-5 years who see value in receiving professional advice to help optimize irreversible retirement decisions.
Financial Planning
Clarity Financial Foundation
Clarity Financial Coaching
Clarity Wealth Builder
Get organized and set a course for your financial future. Best for confident DIY-ers who want help creating a customized, goals-based financial plan that they will implement on their own.
A comprehensive financial planning approach to fully evaluate and prioritize your finances with ongoing support. Best for working professionals under the age of 55 who want to optimize their finances and establish financial security for the future.
Take complete control of your financials and build your legacy. Best for small business owners and high salary earners who have more advanced financial planning needs and are motivated to build generational wealth.
Semi-Annual Review Meetings
Annual Fee: $1,800
3-Meeting Planning Experience
One-time Fee: $1,200
Quarterly Planning Meetings
Annual Fee: $4,000
Includes all of the following:
Clarity Financial Foundation plus:
Clarity Financial Coaching plus:
- Identify and evaluate goals
- Income and expense analysis
- Cash flow analysis
- Debt review
- Household savings
- Investment/Retirement accounts assessment
- Protection and risk management
- Tax saving opportunities
- Estate planning education/review
- College saving strategies
- Student loan forgiveness
- Home buying preparation
- Financial Newsletter
- Unlimited email & phone check-ins
- “What if” scenarios
- Income planning/optimization
- Financial goal tracking and review
- Inflation Education
- Lifetime wealth forecasting
- Advising on assets held away
- Divorce/Separation financial recovery
- Private online planning portal
- Professional referrals
- Charitable giving
- Work-life balance coaching
- Family financial education
- Passive income strategies
- Safeguarding assets
- Non-retirement investment strategies
- F.I.R.E. / F.I.L.E. Mentorship
- RSU/stock options guidance
- Real estate investing
- Roth conversion review
- Wealth Transfer strategies
- Advanced estate planning
- Risk management for business owners
- Advanced tax planning for business owners
- Retirement newsletter
Clarity Financial Foundation
3-Meeting Planning Experience
One-time Fee: $1,200
Includes all of the following:
- Identify and evaluate goals
- Income and expense analysis
- Cash flow analysis
- Debt review
- Household savings
- Investment/Retirement accounts assessment
- Protection and risk management
- Tax saving opportunities
- Estate planning education/review
- College saving strategies
- Student loan forgiveness
- Home buying preparation
- Financial Newsletter
Financial Planning Options
Clarity Financial Coaching
Semi-Annual Review Meetings
Annual Fee: $1,800
Clarity Financial Foundation plus:
- Unlimited email & phone check-ins
- “What if” scenarios
- Income planning/optimization
- Financial goal tracking and review
- Inflation Education
- Lifetime wealth forecasting
- Advising on assets held away
- Divorce/Separation financial recovery
- Private online planning portal
- Professional referrals
- Charitable giving
- Work-life balance coaching
- Family financial education
FINANCIAL PLANNING OPTIONS
Clarity Wealth Builder
Quarterly Planning Meetings
Annual Fee: $4,000
Clarity Financial Coaching plus:
- Passive income strategies
- Safeguarding assets
- Non-retirement investment strategies
- F.I.R.E. / F.I.L.E. Mentorship
- RSU/stock options guidance
- Real estate investing
- Roth conversion review
- Wealth Transfer strategies
- Advanced estate planning
- Risk management for business owners
- Advanced tax planning for business owners
- Retirement newsletter
FINANCIAL PLANNING OPTIONS
Investment Management Services
Investment Management Services
We provide year-round advice on your entire financial picture and manage your investment accounts, in accordance with your financial goals. This service is often best suited for late career professionals and retirees, who are looking to put together a strategic plan to maximize the benefit of their retirement savings, and desire high level direct support and strategic planning throughout their retirement years.
We provide year-round advice on your entire financial picture and manage your investment accounts, in accordance with your financial goals. This service is often best suited for late career professionals and retirees, who are looking to put together a strategic plan to maximize the benefit of their retirement savings, and desire high level direct support and strategic planning throughout their retirement years.
Everything from Clarity Financial Coaching plus ongoing investment management services balanced with your priorities, short and long-term goals, investment timelines, risk tolerance, and needs including the following:
Everything from Clarity Financial Coaching plus ongoing investment management services balanced with your priorities, short and long-term goals, investment timelines, risk tolerance, and needs including the following:
- Regular review meetings
- Professional investment management of all accounts
- Investment decision analysis
- Asset allocation monitoring and rebalancing
- Portfolio analysis and optimization
- Coordination of withdrawals and tax withholdings
- Tax reduction strategies
- Required Minimum Distributions planning and withdrawal strategies
- Advanced estate planning
- Legacy planning
- Intergenerational wealth transfer strategies
- Managing charitable giving accounts
- Ongoing collaboration with other related professionals (attorney, CPA, etc.)
- Quarterly performance reporting
- Secure online access to investment accounts
- Client portal resource for consolidated bank accounts, credit cards, etc.
- Low-cost investment fund selection
- Regular review meetings
- Professional investment management of all accounts
- Investment decision analysis
- Asset allocation monitoring and rebalancing
- Portfolio analysis and optimization
- Coordination of withdrawals and tax withholdings
- Tax reduction strategies
- Required Minimum Distributions planning and withdrawal strategies
- Advanced estate planning
- Legacy planning
- Intergenerational wealth transfer strategies
- Managing charitable giving accounts
- Ongoing collaboration with other related professionals (attorney, CPA, etc.)
- Quarterly performance reporting
- Secure online access to investment accounts
- Client portal resource for consolidated bank accounts, credit cards, etc.
- Low-cost investment fund selection
Up to $1 million in invested assets: 1.0% annual management fee
Next $1 million in invested assets: 0.85% annual management fee
Additional invested assets: 0.60% annual management fee
Up to $1 million in invested assets: 1.0% annual management fee
Next $1 million in invested assets: 0.85% annual management fee
Additional invested assets: 0.60% annual management fee
Fee:
Investment Management Minimum:
Investment Management Minimum
Clarity Financial Advisors requires new clients to have a minimum of $250,000 in investible assets in order to engage in our investment management services.
Clarity Financial Advisors requires new clients to have a minimum of $250,000 in investible assets in order to engage in our investment management services.
Retirement Transition Planning
Retirement
Transition Planning
Our dedicated team will help you prepare for and smoothly navigate your transition into retirement. The right comprehensive planning can make all the difference in experiencing a meaningful, enjoyable, and secure retirement. Best for working professionals who plan to retire within the next 3-5 years who see value in receiving professional advice to help optimize irreversible retirement decisions.
Our dedicated team will help you prepare for and smoothly navigate your transition into retirement. The right comprehensive planning can make all the difference in experiencing a meaningful, enjoyable, and secure retirement. Best for working professionals who plan to retire within the next 3-5 years who see value in receiving professional advice to help optimize irreversible retirement decisions.
Personalized goals-based planning including the following:
- Regular retirement planning review meetings
- Unlimited email & phone check-ins
- “What if” scenarios
- Identify and evaluate goals
- Retirement needs analysis
- Retirement cash flow/income analysis
- Investment account(s) review
- Retirement pension review
- Debt review
- Net worth analysis
- Optimizing your Social Security benefits
- Roth conversion review
- Catch up contributions
- Advising on assets held away
- Wealth preservation investment strategies
- Protection and risk management
- Long-term care
- Health care in retirement
- Optimal retirement timing
- Retirement budget forecast
- Retirement income withdrawal planning
- Tax reduction strategies
- Advanced estate planning
- Beneficiary review
- Inflation education
- Work-life to retirement-life transitions
- Guidance for charitable giving in retirement
- Professional referrals
- Private online planning portal
- Look Forward With Clarity Retirement Newsletter
- Additional topics as needed
- Personalized goals-based plan
- Regular retirement planning review meetings
- Unlimited email & phone check-ins
- “What if” scenarios
- Identify and evaluate goals
- Retirement needs analysis
- Retirement cash flow/income analysis
- Investment account(s) review
- Retirement pension review
- Debt review
- Net worth analysis
- Optimizing your Social Security benefits
- Roth conversion review
- Catch up contributions
- Advising on assets held away
- Wealth preservation investment strategies
- Protection and risk management
- Long-term care
- Health care in retirement
- Optimal retirement timing
- Retirement budget forecast
- Retirement income withdrawal planning
- Tax reduction strategies
- Advanced estate planning
- Beneficiary review
- Inflation education
- Work-life to retirement-life transitions
- Guidance for charitable giving in retirement
- Professional referrals
- Private online planning portal
- Look Forward With Clarity Retirement Newsletter
- Additional topics as needed
First Year Annual Fee: $1,800
Renewal Year Annual Fee: $1,000
First Year Annual Fee: $1,800
Renewal Year Annual Fee: $1,000
schedule a free consult
Let's make a plan
for your future
Let's make a plan for your future.
A great plan starts with a conversation. Let's talk about what you need.
A great plan starts with a conversation. Let's talk about what you need.