Financial Clarity Partners is all about helping busy professionals and families successfully navigate their financial life.
No matter your station in life, your lifestyle, or your location, money is part of everything you do. Your financial life is the sum total of your decisions about money. Understanding how to make the most of that money and use it it to live your values, meet your obligations, and achieve your dreams is what financial planning is all about.
The problem was, that for years, true financial planning has been reserved for the wealthy.
Meanwhile, those who could truly benefit from financial planning were either going at it alone, letting robots manage money for them, or paying high commissions for products that helped the wrong person get rich.
At Financial Clarity Partners, my focus is on YOU. I am here to to work together with you to create a plan that helps you make the most of your current financial reality, live with confidence and realize your financial dreams.
Everybody's got a different way of telling a story - and has different stories to tell. -Keith Richards
Financial planning is about much more than just money and investments. A true financial plan needs to consider your entire life, not just the money in your life. This means that instead of starting out by discussing your investments or net worth, we start with you.
Everyone is unique, with their own experiences, values, goals and dreams. It is this uniqueness that makes us who we are...different from everyone else. We understand this and have built our entire financial planning process around this fact.
Believe it or not, it's usually not how much money we have that makes financial planning challenging, it's our behaviors surrounding our lives and money that's challenging. Because of this we take the time to help you understand how you relate to and deal with the money in your life.
As a client, you will get access to proprietary behavioral assessments designed to help you understand and benefit from your unique financial makeup. These assessments are based on the 40 years of groundbreaking research by Dr. Thomas J Stanley, author of The Millionaire Next Door and The Millionaire Mind, and helps reveal and prioritize your unique financial goals, wants and desires. We're able to measure and track your results over time to help you achieve your ideal life. To get a quick idea of one of the tools, why not try out our free "Spending Patterns" assessment?
To help you make the most of your money and your life, I have structured my services to make the benefits of independent, fiduciary advice available to just about anyone who is ready to work together to build a better life. Financial Clarity Partners operates primarily as a "virtual" financial planner meaning we utilize cloud-based software and applications that give you 24/7 access to your plan, no matter where you are located. We don't waste money on overpriced office space with artwork on the walls and espresso machines in the lobby. All services use a behavior-based approach to planning that places the emphasis on you and your unique situation, goals and dreams.
Continual planning, support & Coaching
one time review w/specific action plan
unbiased financial advice in the workplace
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I'm a big fan of living a balanced life that makes us happy and keeps us healthy. Keeping everything in balance can be a challenge, and money is often one of the biggest obstacles. From credit card debt and overspending, to stress over where the next paycheck will come from or how best to build a plan for the future, I've personally experienced the control money has over our lives.
My mission is to make personalized, down-to-earth financial planning services available to anyone who is serious about improving their financial future. I thrive on helping individuals and families make their goals and dreams a reality using a collaborative, client-first financial planning process.
In both my personal life and in my 16 years as a financial planner, I’ve seen and been through much of what you probably have questions about. I know what it’s like to balance the immediate needs of taking care of your family while also working on an achievable plan for the future. I’ve learned a lot about what works and what doesn’t.
My goal is to make it as easy as possible for you to know WHERE you are now, WHAT you should be doing, HOW best to do it, and what to AVOID so that you can get rid of the anxiety, make good decisions, and get busy living the life of your dreams.