plan with clarity.
live with confidence.

Financial Planning For Life...On Your Terms

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.

Participation Required

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.

Key Service Points

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:

  • Fiduciary Standard: As a Registered Investment Advisor and CFP® Professional I am both legally and professionally obligated to do what is in your best interest at all times.
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    Behavior-Based Approach: We take the time to learn about you and your financial behavior "defaults", and use that to build a plan that fits who you are and what you are about when it comes to money. The result?..Advice that fits you, not some "average client".
  • Customized Advice: You are unique, and your financial plan should reflect that uniqueness. Your financial plan will be tailored to meet your needs, no cookie-cutter financial plans here!
  • Ongoing Follow Up: Financial planning is a fluid process not a one-time event. We'll adjust your plan as things change.
  • Consistent Coaching: This is probably the most undervalued aspect of my job…keeping you honest and ensuring we achieve your goals!
  • Affordable Tailored Pricing Model: Our fees are affordable & your pricing is unique to you and the complexity of your financial situation.
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    Accessible to All: We have a strict "No Minimum Assets Required" policy and don't require you to have an investment portfolio in order to work with us
  • Virtual Firm: Who wants to be stuck in traffic trying to get to a meeting? I don't, and I'm betting you don't either. We're set up to work anytime, any place. If you have an internet connection, we can work!
  • Technology Driven: Tech, if used appropriately, can make life much easier. The centerpiece of our technology is our collaborative planning portal. It looks great on all devices, meaning you can access your plan 24/7!

our suite of services

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.  

Ongoing Financial Planning

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 

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Workplace Financial Wellness

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.

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One Time Financial Planning

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.

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Investment Management

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.

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