A Guide To Walk With You Toward Creating An Exciting Financial Future
Understanding financial planning is hard. You don’t have to become a Certified Financial Planner. We already did.
GAIN CLARITY
GAIN CONFIDENCE
GAIN CONTROL
What if we made financial decisions easier?
Financial planning can be confusing. Jobs change. Financial markets change. Taxes change. Life changes. There are a lot of moving parts and it’s easy to get lost in the noise when you don’t have someone guiding you through the process.
We want nothing more than to help people confidently navigate their financial life, without getting lost along the way.
We want nothing more than to help people confidently navigate their financial life, without getting lost along the way.
Meet your Financial Clarity Guides
JOSH WAKEFIELD CFP ®
Founder & CERTIFIED FINANCIAL PLANNER™
Three Steps On Your Journey
Toward Your Financial Future
Schedule a free consultation
We listen to your needs and determine ways we can help you succeed.
Establish clear goals together
We work together to outline your financial goals and plot out the best courses forward.
Enjoy today, and look forward to tomorrow!
Gain comfort knowing that you can rely on a trusted guide for answers to your financial questions at any time.
A Lifelong Commitment to Be
With You Every Step of the Way
We are here to guide you along your financial journey to reach your goals and live life with more clarity.
GAIN CLARITY
FROM A TRUSTED ADVISOR
Get a clearer picture of your
financial life as you reduce
the complexity and time
spent on finances.
HAVE CONFIDENCE
IN YOUR DECISIONS
Gain confidence in your
decisions, knowing you don’t
have to go it alone and
you’re making educated
choices that are right for you.
ESTABLISH CLEAR GOALS
TOGETHER
Create a roadmap so that
you know the right path to
achieve your future dreams,
while still being able to
enjoy life today.
FIND COMFORT
FOR YOUR FUTURE
Strive to sleep better at night by knowing where you are on your financial journey.
Don't Blindly Rely on the Wrong Plan and Hope it All Works Out in the End.
Have the confidence that you have a plan in place to take care of the people who matter most.
These decisions are significant, and we understand what is at stake
We know the journey of a thousand miles begins with a single step, but that first step is crucial because it determines your destination. We created Financial Clarity Guides to help you develop an intentional financial plan, walking alongside you as that plan adapts and evolves over time.
Whether you are planning your retirement, strategizing on how to mitigate taxes, or optimizing your group benefits offerings for your business, we will continue to be by your side.
Whether you are planning your retirement, strategizing on how to mitigate taxes, or optimizing your group benefits offerings for your business, we will continue to be by your side.
