Client Engagement

For prospective clients, we invite you to meet with the Clarity team and discuss your financial goals and our investment approach – at no charge or obligation to you.

Here is what we need from you for this initial meeting:

  • Select a day and time that is convenient for your schedule
  • Advise us if you prefer to meet in person at our office or at your home or business
  • Bring along current income records, tax statements and other financial documents.

This initial meeting is provided to you at no cost.

If you engage Clarity as your financial advisor, we will create a comprehensive financial plan with investment options which we will review with you and guide you through the process. In addition, we will outline our fee structure and billing cycle.

Or, if you prefer, you can utilize Clarity’s hourly-fee financial services which meets the needs of clients who seek a modular financial plan.