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 for you
- Do a background search on their history
Okay, maybe “easy” isn’t the best word to describe the process of finding an advisor.
While these are great ways to narrow down the applicant pool, there’s one thing that they won’t tell you: whether you can trust that advisor. Trust them with your life savings. Trust them to understand what you really need. Trust them with your hopes and dreams for the future. Trust them to help you build a legacy that will live on for your children, grandchildren, and beyond.
The trust factor is hard to put into words – that’s why we went straight to our clients to learn why they’ve chosen (and continue to choose) Clarity.
If you’re considering working with our team, you don’t have to just take our word for it! Read on to learn why our clients chose Clarity, how we approach financial planning and what types of clients are usually a good fit for our firm.
3 Quotes from Actual Clients on What They Love About Clarity
1. “They honor you where you are.”
**This testimonial is from a current client of Clarity Wealth. There was no compensation and no known conflicts.
Even if all the money in the world was magically redistributed so we all held an equal amount, none of our client’s portfolios would look precisely the same.
That’s because your financial plan is about more than just numbers – it’s built around who you are. Your:
- Retirement goals
- Family situation
- Career
- Tax situation
- And more
We take the time to learn about our clients’ lives beyond the dollar signs to truly understand their obstacles and what motivates their decisions. Whether you know exactly what you want from your plan or are still trying to figure that out, we’re here to help you along your journey.
We’ll also work with you to ensure you’re heard – whether you need to schedule an appointment outside our regular hours or would like a quick call to answer new questions. When you choose Clarity, you get judgment-free, objective advice, but you also get a team committed to listening, learning, and growing alongside you. And you get to talk to real people!
2. “They’re adaptive to couples with different ideas about money.”
**This testimonial is from a current client of Clarity Wealth. There was no compensation and no known conflicts.
While some couples may be more agreeable regarding finances, any couple telling you they’ve never fought about money is probably trying to sell you something.
Money is consistently cited as one of the primary topics couples argue about – almost 65% of couples would say they are financially incompatible with their partner!
But that doesn’t mean there’s no way forward. No matter how far apart a couple may think they are on the subject of finances, we can almost always find a plan that fits both of you.
For example, both spouses may agree they need $2 million to retire comfortably. Still, one would like to invest aggressively in real estate rental properties, while the other prefers a diversified index fund. With an honest look at risk tolerance, tax implications, and short-term versus long-term goals (and a dash of compromise all around), we’re sure to find a way forward.
We like to encourage all core members of a family to be involved in the financial planning process, even if there are a few wrinkles to be worked out along the way! When everyone is involved upfront, there’s a better chance we can build a plan you’ll stick with.
3. “They understand you and what’s important to you.”
**This testimonial is from a current client of Clarity Wealth. There was no compensation and no known conflicts.
Understanding your true motivations is at the core of our approach. We often refer to our financial plans as “financial life plans,” which align your goals with your values.
If you walk in and tell us that you’d like to retire at age 60, we’re not just going to hand you a plan – we’ll dive deeper into why you want to retire at that age. Are you hoping to spend more time with family? Have plans for international travel?
Once we have those answers, we’ll combine your values with the financial possibilities to create a cohesive plan.
We know that showing up as your authentic self is a big ask, which is why our commitment to transparency is a two-way street.
That’s why we operate our business in two core ways:
- Fee-only – When we start working together, you know our fee upfront and that’s all you pay us. You’ll never be surprised by any surprise charges for additional services.
- Fiduciary – As a fiduciary advisor, we are committed (and legally obligated) to always act in your best interest. No hidden commissions drive our decision-making – just what makes the most sense for your plan.
Let’s Build Your Future Together
From our convenient client portal to our high-touch communication style, you’re never left in the dark when you work with Clarity. Schedule a consultation to start planning your future with confidence.
