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Financial Planning


We help you optimize your resources to meet your life's goals, so you can focus on what's really important

Where Do We Begin?

Where do we begin? Portland, OR Clarity Capital Management

We begin by creating an initial plan that illustrates where you stand today, as well as  your  goals and vision for your life. We then work together  to systematically implement the action steps and get you closer to your goals. As changes occur in your life, we also adapt the plan and strategy to best align going forward.

What Will We Cover In Our Work Together?

When we engage in financial planning, we may cover many areas of emphasis which can vary as clients progress through the different life and financial stages.  This may cover any, or all, of the following:

  • Retirement Planning
  • Retirement Income Planning & Income Strategies
  • Financial life Stages: Early/mid career, pre-retirement & retirement
  • College Planning
  • Education and College Savings Strategies
  • Investment management, strategy & Implementation
  • Investment Recommendations for Employer Plans (401k)/403(b)/SEP)
  • Stock Options/Restricted Stock Units or other equity compensation
  • Establishment of 401(k)'s, IRA's, 403(b)'s, ROTH IRA's& other investment accounts
  • Tax Planning & Recommendations
  • Risk Management & Estate Planning
  • Cash Flow Management
  • Employee Benefits Optimization
  • Budget & Debt Management
  • Charitable Planning Strategies
  • Referrals to CPA's, Attorney's and Other   Professionals

What Does The Process Look Like?

 Get Acquainted Meeting

  • Discuss your goals, values and what's important to you
  • Identify your opportunities & weaknesses
  • Explore working with our advisory practice and determine how we'll work together

Get Organized Meeting

  • Collect your financial inventory
  • set up your personal financial website
  • Assess your financial experience
  • Dig deeper into your goals and values

Get a Plan Meeting

  • Establish measurable financial goals
  • Build your personal financial plan together
  • Finalize saving strategies and planning strategies included in your written plan

Get Ahead Meeting

  • Confirm your plan action items
  • Review & track progress on your plan and goals
  • Monitor & report on your investments
  • Adjust the plan as your situation evolves

How We Leverage Technology

Where Technology Meets Planning

See how we leverage technology to create your custom financial plan and help you successfully achieve your goals

Ready To Learn More?

Let's Start By Having An Introductory Phone Call

Schedule a Complimentary Consultation