Retirement is a life-long journey, not a destination.

Don't miss out on life's most precious moments.

Why us

At Clear Path Financial Planning, your investment and financial goals always come first. With independence and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always to you, and never to specific products. 

Successful wealth management is about creating fluid financial plans, not emergency retirement plans. I believe that we can find joy in the journey of life while still satisfying our ambitions, goals, health, and personal and spiritual lives. If we learn to prioritize life while also planning for the future, we can find a work-life balance that also fuels our dreams. 

We have a vested interest in your success and want to build a long-term relationship with you. We have an abundance mentality and believe that there are plenty of amazing clients and money to go around. We want to collaborate with other advisors in your life, like your legal and tax advisors.

If you don’t have them yet, that’s okay. We have relationships across the country with a wide network of professionals who have expertise in a variety of areas including accounting, estate planning, and insurance. These networks allow us to design comprehensive strategies to meet your individual goals and objectives.

Here's a High-Level View of Our Comprehensive Planning Solutions:

(You may not require every service we offer, and that’s fine too.)

Personal Finance Management

  • Knowing Your Net Worth
  • Identifying Financial Goals
  • Tracking Income & Expense
  • Planning for Emergency Needs
  • Evaluating Financial Statements
  • Managing Debt

Education Planning

  • Education needs analysis
  • Education savings vehicles (e.g. 529 Plans)
  • Financial Aid
  • Financial aid award letter review
  • Education gift/income tax strategies
  • Grandparent involvement strategies
  • Student Loan Advising

Insurance Planning

  • Evaluation of Risk
  • Health Insurance
  • Disability Insurance
  • Long-term Care
  • Annuity Intelligence Analysis
  • Life Insurance Review
  • Business Buy/Sell Agreements
  • Property & Casualty Review

Investment Planning

  • Investment Advising & Management
  • Low-cost / No-load Investments
  • Asset Allocation
  • Investment Tax Planning
  • Investment Risk vs. Return Analysis
  • Diversification Needs Analysis
  • Bond Strategies
  • Alternative Investments
  • 401(K) Performance Review

Tax Planning

  • Projecting Potential Taxes
  • Tax Reduction Techniques
  • Developing Appropriate Tax-Planning Strategies
  • Tax Consequences of Property Transactions
  • Taxation of Business Entities
  • Student Loan Forgiveness Tax Liability

Retirement Planning

  • Planning for Adequate Retirement Income
  • Analyzing Sources & Uses of Retirement Income
  • Social Security & Medicare
  • Investment Portfolio Review
  • Medicaid
  • Qualified Plan Rules
  • Tax-Advantaged Retirement Plans
  • Employer-Sponsored Retirement Plans
  • Distribution Rules and Taxation

Estate Planning

  • Analyzing Potential Estate Settlement Costs
  • Wealth Preservation Techniques
  • Retaining Business & Income-Producing Assets
  • Cosequences of Property Titling
  • Gift & Estate Tax
  • Sources for Estate Liquidity

You only get one life. Make it a great one.

There are many ways to approach financial planning. The most important thing is to just get started.

And that's as easy as scheduling a call.