Everything we do here at Financial Clarity Partners is built around you. Our entire focus, planning process and services are built to serve the uniqueness of you and your life. Because we're independent of any investment product "manufacturer" or manager we have complete freedom to match your individual goals, dreams and objectives with the best solution, not the "product of the month" or the latest "hot fund" promoted by a bank, or brokerage firm.
Our collaborative, behavior-based planning process means that you will be involved in your plan from day 1. This is key because involvement in the construction of your plan means you are much, much more likely to follow through with the plan, increasing the odds of achieving the life that you want. We're not here to create stacks of reports in binders (a.k.a paperweights) that never get used, we're here to give you a realistic plan that you can put to use now and in the future.
Every one of our clients, no matter which service they are using, can benefit from our key service points. Think of them as the "secret ingredients" that make our version of financial advice so much more appealing than all those mass-produced imitators:
Our services are built to make the benefits of independent, fiduciary advice available to just about anyone, at any stage of life. From ongoing comprehensive financial planning to a quick review of your employee benefits page to a complete investment plan, all of our services are custom tailored to your individual needs. Our collaborative planning process allows you to stay involved in your plan, no matter where you are. All services are built on a behavior based approach that places the emphasis on you and your unique situation, goals and dreams.
This is our premier service. We review all components of your financial life, work collaboratively to build your plan and provide continual support, coaching and review
For the business owner, executive or other key employee looking to offer an innovative and effective new benefit to their employees, our workplace financial wellness program might be the answer. The program is designed to help your employees decrease their financial stress by providing access to financial planning delivered by a CERTIFIED FINANCIAL PLANNER™ Professional.
For those times when you want a one time comprehensive review of your financial life, or just a in-depth analysis of a key area or two. We will work with you to develop a plan & provide you with specific strategies to make progress towards your goals.
Do you want to make sure your investments are aligned with your overall financial plan? We'll work with you to properly evaluate your current investments, risk profile and time requirements. Then we'll create an investment policy statement, and recommend & implement a diversified investment strategy.