“Clarity empowers our clients to make sound financial decisions, they feel good about.”

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Wealth Management Process

Our approach is clear and straight-forward, providing collaborative, holistic financial planning and investment management.

Our clients are the heart of the planning process. Planning is about you and your life, it’s about so much more than money. Our plans are uniquely designed and aligned with your values, heading in the direction of your life goals.

A solid financial map provides you clarity, confidence and a vision to achieve the goals you value, without undue sacrifice to your lifestyle and by mitigating unnecessary and unknown risk.

We delve into all the details* and complexities to provide you with a clear and easy to understand strategy.

A look at the journey ahead:

Clarify and prioritize your short-term and long-term financial life goals.


Gather and organize data and documents through Interviews and guided questionnaires.

Analyze your financial situation, utilizing specialized software and other tools to identify opportunities and potential challenges related to your core values and goals.

Develop a saving and investing strategy to fund your lifestyle.


Provide a written plan with recommendations and action steps.

Assist with implementation of plan tasks and recommendations where needed.

Close collaboration with other advisors, such as attorneys, accountants or pension consultants.

Our goal is to build a long term relationship with our clients. We do not enter into hourly fee arrangements. We want our clients to be comfortable to calling us at any time with any questions or concerns they might have.

Initial planning fees include a written strategy as well as the first year of the planning services described above. Our Planning fee largely depends upon the complexity of your situation. Our annual fee, starting in year two, is typically one-half of the Initial Planning fee. A financial plan is never set in stone and often changes over the years. Ongoing reviews, monitoring and updates to a financial strategy in line with life changes, are key to realizing client’s goals.

*cash flow/budgeting, debt management, education and retirement planning, insurance analysis, tax planning, estate and charitable planning; Planning fees do not include investment management fees, if applicable.

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