We employ a proprietary process which we have developed working with clients for nearly two decades. The process is under constant review and improvement. Actually, we don’t even call it a process we call it a method.
What’s with the word play? We call our “process” The Clarity Method because that is truer to the actual experience, which incorporates not only a specific series of steps or actions but, a specific approach and way of thinking that is experienced by you, as we move through the steps.
The Clarity Builder
The Clarity Builder is where it all starts. Really it’s a conversation that is supported by some specific questions and a proprietary tool. The questions and the tool are designed to assist you in uncovering and clearly identifying the things that are most important to you and then building a context for the planning which is intertwined with them.
The Clarity Filter
The Clarity Filter has several separate pieces that come together to form one step designed to clearly organize your information, personal and financial alike. We rely on cutting edge technology to support this step and provide the best possible experience to what can be an overwhelming task.
The Clarity Evaluator
The Clarity Evaluator is the culmination of our conversations and the insights achieved through them along with a very clear picture of your personal and financial situation. The result is a gauge for how well your planning is supporting the things that are most important to you and their achievement.
The Clarity Launch
The Clarity Launch is where clarity and action meet. It the step where the planning “jumps” off the page and onto the path towards achievement.
The Clarity Assessment
The Clarity Assessment is more than a “review” or “progress report”. It’s a meaningful assessment of all the things you have identified as important, the path we have charted together to support them, and a true assessment of how you feel about each one of them, the progress you have made, and the changes that have occurred.