A note from Kim Hall, CFP® PhD
We're glad you found your way here.
Whoever sent you this way thought there might be a good fit between your situation and what we do here at Clarity. We take that kind of introduction seriously.
We're not a firm that's going to sell you something or push you toward a decision you're not ready to make. We're here to listen, ask good questions, and help you figure out if this is the right next step.
If it is, wonderful. If not, we'll tell you that too.
— Kim Hall, CFP® PhD · Lead Advisor, Clarity Wealth Development
“You work with clients to identify their life goals and values and then structure investments to meet those goals. Plus you are a much-needed voice of calm and reason during economic storms.
— Clarity Wealth Client
What our clients say
"I always feel listened to and that my money is invested according to my wishes. Because they make money when I do — not based on commissions — I feel confident that my money is being invested wisely."
"My husband and I have developed a wonderful relationship with our financial advisors. We have total trust and confidence in their expertise. The staff are like members of our family."
"Clarity is my retirement enabler. Staffed with kind, personable people who listen and look out for my best interests."
"I deeply appreciate the personal service I have received based on my values and financial goals."
"I don't worry about my financial future with Clarity on my team. They provide financial advising in the context of my values and life goals."
What happens next
Three steps. No pressure.
The first conversation is just that — a conversation. Here's how it works.
You reach out
Fill out our short form or give us a call. We'll follow up within one business day to find a time that works.
We listen
We'll spend an hour learning about your situation, your goals, and what's on your mind. You get to ask us anything.
We decide together
If it feels like a fit on both sides, we'll talk about what working together looks like. No obligation either way.
Who we work with
People who want to talk about their life, not just their money.
We work with diligent savers who are near or in retirement — people who have spent decades building something and are now trying to figure out what to do with it. Most of our clients live in the Willamette Valley and have at least $1 million in investable assets.
What they have in common isn't a number. It's that they'd rather talk about how they want to live than which funds to hold. They want a plan that actually reflects their values, their relationships, and the life they're trying to build.
We're fee-only and fiduciary, which means we earn no commissions and we're legally required to act in your interest. We make money when you do well — and not before.
Ready when you are
Let's have a conversation.
Reach out any way that feels comfortable. There's no commitment, no sales pitch, and no jargon. Just a real conversation about where you are and where you want to go.
Get Started