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The Clear Path Process


The Clear Path Process™ breaks down planning your path into six steps. 

Each part of the process brings your financial planning to a new height and allows you to navigate even the most unexpected path.

Clarity Wealth Management’s unique tool, The Clear Path Process™, breaks down your financial planning into six easy-to-follow steps, giving you the freedom and ability to create your life’s ideal path to and through retirement. Our detailed and adaptable planning process navigates you through Retirement, Financial, Estate, Investment, and Charitable Planning as you look to walk both sustainable and suitable present and future paths. As your guide and companion, the lifelong relationships that we develop are our single greatest asset we possess at Clarity Wealth Management. We provide you with an objective and accountable solutions that best speaks to you as an individual, family member, friend, colleague, and citizen of this world.

 


Step 1

Meet Your Guide

When you first meet your team of experienced guides, we’ll navigate you through our process and explain our philosophy. Our introductory meeting will layout the path for your journey as we develop a personal and individualized relationship and game-plan that will best suit your needs.

Step 2

Plan the Hike

The second step of the financial planning journey involves syncing our compasses. We, at Clarity Wealth Management, want to ensure your goals and expectations align with our provided services before moving forward to create the perfect partnership for the journey ahead!

Step 3

Guide Preparation

Once we’ve understood each other’s roles and vision for the path ahead, your guide will begin to gather the necessary equipment and plans to continue preparing you for the path ahead.


Step 4

Gearing up

When your guide has created options for your journey, you’ll collaboratively decide which path is the best fit for your financial needs.

Step 5

Hike the Plan

Now that you’ve prepared with your guide, it’s time to embark on your financial journey towards retirement. Equipped with all the tools and knowledge your experienced guide has to offer, you’ll be prepared for both the expected and unexpected twists and turns of your path that lies ahead.

Step 6

Check your FPS

While journeying your financial path, you and your guide will continually check your Financial Positioning System. Your FPS is there to keep you on the trail and help you adapt to be ready for an array of financial decisions down the road.