Stop wondering if you’re doing it right
You’ve built a profitable business. Now, align your business with your personal lifestyle and future legacy, so you can lead with confidence, not just instinct..
The Clarity Way
You’ve built a profitable business, held it all together, and the cash is starting to pile up. What comes next?
If you’re tired of ‘gut feel’ and conflicting advice, we can provide the whole answer. By integrating corporate, personal, and legacy considerations, we turn scattered decisions into one actionable plan. We help you answer:
- How much should stay in the business?
- How much should you take home?
- How much should be set aside for the future?
The Business Owner Financial Roadmap
The clear plan you need to connect your business, life, and goals holistically so that every decision moves in the same direction.
Corporate
Align your company structure and profit allocation to support your personal lifestyle, while keeping the business healthy.
Personal
Define exactly how much to pay yourself to fund your life while maximizing tax efficiency.
Legacy
Map out your exit strategy, from succession planning to securing a retirement that protects your family.
Most Financial Planners See a Slice,
We See the Whole System
Most advisors only hold one piece of the puzzle, making it hard to understand how decisions made in one area of financial planning can affect another area. We look at the whole picture, bringing together Corporate, Personal, and Legacy considerations, to give you financial clarity.
30-minute conversation. No prep required.
Felicia Lee
BASc, MBA, CFP®, CLU®, CKA, FEA®, CEPA®, TEP
Felicia is the founder of Clarity Planning. She works with business owners to integrate corporate, personal, and legacy planning so they can move from operator to strategic owner with clarity and confidence.
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.
