When it comes to your finances, having a roadmap is key to making your dreams a reality and enjoying the sense of security about your future that you deserve. At Clear Path, we carefully design a financial plan that’s right for you—and then we help you carry it out, every step of the way. Here’s what to expect:
We start with a conversation.
We get to know you and discuss your values and goals, your family, and how you envision your future. We talk through your questions and concerns regarding your finances and how you can ensure you’re able to take care of the people you love. Whether your priorities are education, retirement, a home purchase or protecting against the unexpected, we consider all the possibilities.
We take a thorough look at your current financial situation so we—and you—know where you stand.
We get it, sorting through financial documents on your own in an attempt to figure out exactly where you stand money-wise can be daunting. Fortunately, that’s where we come in. We do an in-depth analysis of your assets, income, expenses and debt, and also gain an understanding of your retirement timeline and estate and tax planning. Doing this enables us to identify your financial strengths, problem areas and opportunities for growth.
We develop a strategic roadmap made up of manageable steps.
We don’t think financial advice and solutions should be one-size-fits-all, so we put a plan in place to suit your specific needs. We make sure your plan consists of easy-to-understand, achievable steps and we go over each of our recommendations so you know exactly what they mean.
We keep checking in.
Your roadmap, just like your life, has to be dynamic and flexible. We believe financial planning is an ongoing process, and we’re in it with you for the long term. We’ll keep checking in and asking what’s new with you, your family, your job, your health. If anything changes, we’ll make the necessary adjustments to your roadmap and keep you on track and moving toward your goals.
