Hourly Financial Planning

At Clarity, we understand that not all clients require an ongoing money management service. For example, some clients’ highest priority is to create a long-term financial plan to set aside money for their children’s education or for retirement. That’s why we created Clarity’s Hourly Financial Planner. Through this service, our team develops a modular financial plan that is based on a client’s specific needs.

Short- and Long-term Goals

If you engage Clarity for this service, you will be assigned an advisor who will work with you to address your short- and long-term goals. We then prioritize your needs and develop a plan to achieve your objectives.

The Hourly Financial Planner service is especially geared for our younger clients in their 30s and 40s who are just beginning to plan for their financial future.

This service is provided on an hourly-fee basis. We invite you to contact us for more information on this service.