Our Process

We take our clients through a comprehensive process where we spend some time getting to really know them and understanding what matters most to them. We help engage our clients to a higher, more powerful level of thinking, bringing their true desires to the forefront of our powerful conversations.

As a result of the strong relationships we develop with our clients, we are in a position to construct a Crystal Clear plan* that accurately reflects their wishes both during their life time, as well as after their lifetime.

Things change over time. At Crystal Clear Financial Group, we believe that monitoring and reviewing the plan* is paramount. We take pride in knowing that the plan we initially draft remains current over time and remains in alignment with the goals of our clients. By working along side our clients, we give them the confidence and conviction to make all major decisions in the planning* process.