Evaluation: It all starts with a discussion about your current financial situation, family, and vision.
Analyze & Update: A comprehensive data gathering process which includes your Assets, Liabilities, Cash Flow, Insurance Coverage, Estate Planning Documents, and Tax Strategies.
Recommendation: We’ll provide clear strategies that address any inefficiencies while also aligning with the vision for you and your family’s goals.
Implementation: We carry out the agreed to recommendations and coordinate with other professionals such as your CPA and Estate Planning Attorney.
Monitor & Evolve: Every ClearLife plan is monitored with quarterly evaluations and we make necessary adjustments when things change so we can work to keep your goals aligned with market conditions.