Navigate Your Financial Future with Clarity and Confidence
Bring Your Financial Plans Into Focus
Clear objectives are the key to sound decision making. At Clarity Wealth Development, we listen to you and build financial plans that support your goals and values, helping you move beyond the money so that you can focus on what’s truly important to you.
We are experienced in financial planning and decision science. You can trust that our advice is informed by research, avoids over-complication and is uniquely personalized to fit your life.
As fee-only fiduciaries, we have taken an oath to always give advice that is in the best interest of our clients. You pay a set fee for our service and don’t have to worry about our advice being influenced by commissions or other incentives. We work for you.
Providing Foundation for All Your Financial Decisions
Our clients come to us because they face new directions in life and need guidance for the road ahead. Like them, you might be dreaming of an early retirement after a satisfying career, or perhaps you lost your financial partner and need someone to guide you through.
You might be rebuilding after a divorce, or wondering how to seize the opportunities a sudden windfall has given you. Wherever you are, wherever you want to go, we work with you so you can move forward with confidence.
Our Clients Look a Lot Like You
Whether anticipated or not, a major life transition can be disruptive. We help you adjust to your new reality by gathering information, determining your needs and talking through the various financial scenarios before implementing any financial planning or investment management strategies.
Sudden wealth can be a blessing and curse, whether it is from a corporate buyout, inheritance or other windfall. We help you figure out what you need to do and prioritize what’s important to you. This can be an emotional time and we are well equipped to walk you through it.
Pre-Retirement & Retirees
Let’s put your money to work
We empower our clients with clarity and financial confidence. Clarity Wealth Development, founded by Certified Financial Planner™ and Corvallis native Kay Dee Cole, focuses on planning that works for you and your family, without the jargon.
Clarity Matters Blog
What will your net worth be when you pass away? It’s a question you may not like to think about, but it’s an important one nonetheless. For the average retiree, the median net worth is over $265,000. That’s no small piece of pie! Deciding what happens to all of your...
Choosing a financial advisor can be a difficult decision. How do you know which firm is right for you? A quick Google search would tell you it’s as easy as 1, 2, 3 Outline your life goals Research the various types of advisory firms and decide which one makes sense...
While every new year often bring resolutions to mind, we want to spend some time today looking at some financial housekeeping that can set you up for a successful year. It’s important to plan ahead and start the year off strong with your financial goals – especially...