smart + approachable strategies for your financial life
we give you the whole answer
You might have an accountant, business coach, or even a financial planner – but you don’t have Clarity. We’re here to help you put all the pieces together.
who we work with
We’re usually not our clients’ first financial planner. People come see us when they need to graduate to the next level of financial planning, from navigating the complexities of business ownership to planning for the next stage of life.
business owners
Cookie-cutter financial planning wasn’t made for you. Get a strategy and advice that acknowledges the deep ties between your personal and business life.
healthcare practitioners
Whether you’re an associate or a practice owner, you need a financial plan that’s customized to the growth and trajectory of your career.
incorporated professionals
From lawyers to accountants to real estate professionals, we elevate what you are already doing and make sure all your bases are covered.
families
Get a 360-degree picture of how your financial planning ties into the lifestyle and future that you want for you and your family.
Felicia Lee
BASc, MBA, CFP®, CLU®, CKA, FEA®, CEPA®
Felicia helps business owners, incorporated professionals, and families be strategic with their profit. Previously, she spent 6 years as a business coach to over 200 business owners who grossed between $200K and $5M. This gave her a front-row seat to noticing how making money doesn’t always translate to keeping money.
With a background in engineering, Felicia is trained to analyze, evaluate, and create solutions, while her empathetic coaching approach helps clients clarify and navigate their financial big picture. She lives in beautiful Vancouver, BC with her husband, two teen daughters, and Cooper, their chill Havanese doggie.
