The WealthClarity Process

At WealthClarity, we lead with financial planning, guiding you through life’s critical financial decisions and events. Our approach is a long-term partnership, helping you preserve your family’s investment legacy, pursue your desired lifestyle, and enjoy the experiences that matter most.

Our services cover a broad spectrum, from the basics like Social Security and pension decisions to more complex needs such as business sales, managing finances after the loss of a spouse, or ensuring a smooth legacy transition. With a comprehensive and up-to-date financial plan, you’ll aim to be prepared for any stage of life.

The Clarity Blueprint: Discover – Design – Deploy – Monitor

To us, only one measure of investment success matters – your ability to fund your financial dreams. We believe that a successful investment plan begins with an effective financial plan. We form this plan, with you, through our refined process known as The Clarity Blueprint.

The Clarity Blueprint functions best when the Advisor and Client work together to discover, design, and deploy. We’ll take the lead on monitoring the plan, so you can spend more time doing the what matter’s most to you.

What You Can Expect from Us

Understanding and Monitoring Your Goals:
- Understand your financial goals and update your information regularly.
- Monitor and adjust your investments for risk and timing.
Communication and Planning:
- Clearly explain financial planning strategies and answer any questions.
- Keep you updated via your preferred communication method: email, mail, or phone.
- Meet annually or more often to review your wealth plan.
Professional Coordination:
- Act as your primary wealth management team, coordinating with other professionals as needed, such as:
  - CPA
  - Estate Attorney
Respect and Professionalism:
- Treat you and your family with respect and professionalism.
  - Save you time with a network of professional referrals.
  - Advise your heirs and beneficiaries on your estate plan.

Clients We Are Best Suited to Serve:

Our ideal clients want to secure their family’s investment legacy and look to the future with anticipation, not apprehension. We strive to provide exceptional service to you and your family. But we can’t do it without your help!

We Request That Our Clients:

Participate and stay engaged in the planning process. The outcome of your plan hinges on us working together as a team.
Be responsive to emails and phone calls within a reasonable period. Some financial planning issues are time-sensitive.
Provide requested data and documents in a timely fashion.
Be grateful for today and excited for tomorrow!

Our Commitment

As investment fiduciaries, we are committed to recommending the most effective strategies to our clients. Our mission extends beyond simply advising; we seek to educate our clients, empowering you to take confident control over your financial plan. If you are seeking clarity in your finances, we encourage you to reach out today and schedule a consultation. We are based in Lakewood, Colorado, but proudly serve clients across Colorado and the United States.

As part of our financial planning services or available on an hourly basis, we will review, analyze, and advise to help ensure you and your family’s needs are met.