Clarus Financial

What makes Clarus Financial different?

Our difference can be found in our name which was derived from the Latin word for clarity. Financial choices and investing in general can be confusing and complex matters. We want to manage that complexity for you and produce a solution that is understandable and clear, not one locked up in jargon. Our ultimate goal is for you to achieve your financial goals. Our brand of financial care starts with taking the time to understand your goals and values and continues with careful implementation of your plan at each step of your plan.

How do I benefit?

We spend as much time as you need to talk about and clarify your goals and values, where you are now and where you want to be. Once we design and implement your financial plan, personalized quarterly reports address precisely how your financial plan is doing in relationship to your goals, not simply how you did compared to the rest of the market.

What does it cost?

Financial planning engagements are charged on an hourly basis, but may be a flat fee depending on complexity. Our investment management services are fee-only as a percentage of portfolio size. We are transparent about management and investment expenses, and share the details with you before we begin.

What is your investment management minimum?

We have no minimums, but have found that a fully diversified portfolio is less efficient with household investable assets less than $150,000.

How do we get started?

Call or e-mail us to set up an appointment. We begin with a conversation about where you are today and where you want to go – it’s as simple as that. Our aim is to bring clarity and perspective to your financial decisions and guide you to maximize your financial potential. We want you to have the resources to maintain the lifestyle you choose and to provide for your family's future.

Our unique financial planning process is designed to help us work together efficiently:

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