our process
What is it like to work together? Here’s what you can expect.
phase 1: discover
Your values and vision guide the work we do together. Because it’s not just about what’s present in your bank account; it’s about the big picture and what’s possible.
We get to know you and your current financial situation, including any personal, business, or family considerations. What’s important to you? What keeps you up at night? We want to know about your values, goals, priorities, and challenges so we can identify gaps and opportunities.
Once you provide more details, we share recommendations across the key areas of financial planning:
- Corporate planning
- Tax planning
- Investment planning
- Retirement planning
- Insurance planning
- Estate planning
phase 2: implement
If it all sounds good, we’ll decide on our engagement structure and strategically prioritize what to address first. But we don’t just give you information and recommendations. We provide a framework to help you decide what works best for you.
That’s where our business coaching approach comes in. We balance empathy with accountability to help you stay on track and make meaningful progress towards your goals.
phase 3: optimize
Looking at your “flow of finances,” we help you understand how the decisions you make in one area will affect other aspects of your finances. Because life and business are messy, and we recognize that things can and will change!
Usually, we check in with our clients to:
- Review progress towards financial goals
- Provide updates on work with other advisors, such as accountants and lawyers
- Discuss changes in personal, business, or financial situations
- Troubleshoot and reprioritize as needed
what makes us different
Chances are, you’ve worked with a financial planner before. Or maybe you already have a few different advisors working on certain aspects of your finances.
So why choose Clarity?
We help you connect the dots between the different areas of financial planning and prioritize what to work on when. More importantly, we help you understand why and how to make decisions around your finances.
Have a vision and don’t know how to get there? We’ll help you translate it into financial terms and provide structured steps to help you achieve it.
Feeling stuck with unanswered questions and not sure where to start? We give you the whole answer to help you understand, evaluate, and decide.
Whereas traditional financial planning tends to address pre-defined problems (“How much should I save for retirement?”), our Clarity Financial Design™ framework helps you navigate the complex web of financial considerations, answering questions like:
- “How much should I pay myself this year?”
- “Do I have enough to reach my goals?”
- “What should I work on this year to increase the value of my business?”
- “Am I paying too much tax?”
- “How much do I need to put away this year?”
- “What needs to be in place to exit my business well?”
Ready to get going?
