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The Clear Path Process™ provides trust and companionship for solo sojourners. During times of transition, change can be difficult. At Clarity Wealth Management, our guides are here to help you navigate your path towards financial success.



Women's
Wealth


We believe that no one should ever have to travel their financial journey alone. The financial needs for women who are single or who may be experiencing transitional stages like divorce or the death of their spouse often require a separate and unique path. Many women have feelings towards retirement security, investing estate planning or charitable gifting that are quite different than men or than those of their prior spouse or partner. Our group of guides understand this and work in a determined manner with you to ensure that your assets are properly managed so that you can continue to be leaders and trailblazers in your community.

Our services include:

  • Analyze and help you understand your cash flow needs 
  • Prepare a clear path towards your retirement
  • Financial support during your life or career transitions 
  • Create sustainable financial plans after a divorce 
  • Provide a guiding hand during times of illness or death of a spouse
  • Create a relationship that takes into account your communication and wealth preservation preference
  • Design future planning paths that may include: grandchildren, charitable planning, wealth transfer, and estate analysis
  • Understand your investment style and risk tolerance to minimize time spent maintaining wealth so you can  focus on other endeavors more aligned with your interests and heart


Explore the Paths Ahead


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