Who we are
Ready to Learn More?
If you’d like to see whether our approach is a good fit, the first step is simply a conversation.
No pressure.
No commitment.
Just clarity.
Schedule Your Clarity Call
CF2® | CEP®
Investment Advisor Representative
About The Clarity Coach
Retirement Planning Built Around Clear Decisions
At The Clarity Coach, we help people approaching retirement make informed, confident decisions about their financial future.
Most people don’t lack savings—they lack clarity.
They’re unsure when to take Social Security, how to turn savings into income, how taxes will affect them, or whether their plan will really hold up over time.
Our role is to slow things down, explain the trade-offs, and help you make decisions you understand and feel good about.
How We Think About Retirement Planning
We believe good retirement planning isn’t about predictions or products.
It’s about understanding your options and making intentional choices.
That means:
Focusing on income, not just assets
Talking through trade-offs before decisions are made
Coordinating planning around taxes, healthcare, and risk
Creating plans that are clear, flexible, and realistic
If you don’t understand your plan, it’s not a good plan.
What It’s Like to Work With Us
Our process is straightforward and conversational.
We start by listening.
Then we help you organize the moving pieces—income sources, accounts, taxes, and risks—into a clear picture.
You won’t be rushed.
You won’t be pressured.
And you won’t be pushed into decisions you don’t understand.
Our job is to guide the conversation, explain the implications, and help you decide what makes sense for you.
Who We Work Best With
We typically work with people who:
Are nearing retirement or recently retired
Want clarity before making irreversible decisions
Prefer thoughtful planning over quick answers
Value understanding why a decision makes sense
If you’re looking for guarantees, predictions, or shortcuts, we’re probably not the right fit.
If you want clarity, structure, and confidence, we’re glad to help.
Our Role
We see ourselves as a guide—not a salesperson.
Our responsibility is to help you:
Understand your choices
See the long-term implications
Avoid unnecessary mistakes
Move forward with confidence
That’s what clarity looks like.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!