DISCOVERY

At Clarity Point Financial Partners, we take the time to discuss your current situation and aspirations with you in order to develop a deep understanding of your short- and long-term needs. Together, we explore your values, priorities, time horizon, lifestyle, philanthropic pursuits, concerns and aspirations.

ANALYSIS

Based on the information gathered throughout the discovery process, we determine your risk tolerance and cash flow requirements. We also assess your current portfolio for opportunities for enhancement and create holistic financial plans and asset allocation strategies designed to position you for success.

DEFINITION & PRIORITIZATION

We work with you to crystalize your key financial and non-financial goals, and base our recommendations on what most matters to you and your family. We then review the entire financial plan and allocation strategy with you to ensure it aligns with your objectives.

IMPLEMENTATION

Together we then help you implement our recommended strategies. We guide you as you make adjustments to your cash flow, retirement plan contributions, asset allocation, insurance, estate plans, and more. Our goal is to align your future outcome with the plans we’ve made together.

MONITORING

We provide ongoing investment and balance sheet monitoring and regularly review your goals and portfolio with you. We understand that circumstances change, which is why we adjust, rebalance and reallocate your portfolio as necessary per changing market conditions and your evolving personal needs.