How We Work With You
Your Journey of Life
Many clients consider the retirement the “Top of the Mountain.” Getting to retirement is not the end, but a stop along the journey. Your plan is your map for this long journey. We work with our clients to help put a plan together to reach their “top,” but just as important, the way down to “stop and smell the roses” by feeling confident in your retirement.
The Guide
on Your Path
In developing a plan, we guide our clients through a 6 step process, that helps to provide clarity, concrete next steps, a future direction, and confidence to make wise financial decisions. Your plan can help to provide organization and an understanding of your finances. As we work together monitoring and updating your plan as life evolves, we want you to know that Clear Path has your back. Our goal is to allow you to spend less time concerned about your finances and more time with those you love and doing what you want to be doing. Let’s make a plan.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Collaboration is Essential
You may already have trusted advisors, such as a CPA or Attorney, and you may have crucial personnel in your business, such as an HR Director.
We collaborate with our client’s existing trusted advisors to create an environment where all stake-holders achieve a high level of personal and professional fulfillment. A clear understanding of roles and a healthy work/life balance help our team and our clients prosper today and tomorrow.