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What Sets Us Apart


The Tri-Lateral Pillars of Financial Health


At Clarity Asset Management, your financial health plans begin with what we call the "Unifying Center." This Center is the foundation of our understanding and relationship with you – discovering your life purpose, your values and goals, your perspectives and expectations related to risk and investing, etc.  – which is then depicted in a comprehensive financial plan. What is emphasized in the investing, spending, and giving pillars flows from that Center, causing every piece of the plan to work in unison, allowing you to move through life transitions seamlessly while achieving your long-term financial goals.


diagramINVESTINGSPENDINGGIVINGUNIFYINGCENTERConcern forFutureGenerationsConcern forFamilyConcern for Community


Understanding Your Risk Tolerance


Do you know how risky your portfolio is? We will help you understand your own risk tolerance and the volatility you can expect from your portfolio.


What is Your Risk Number?


investing tri-lateral pillar


Focus:
Stability and Growth
Motivation:
Preservation of Wealth
Enabling Virtues:
Patience and Contentment
Destructive Vices:
Short-sightedness and Greed
Educational Emphasis:
Modern Portfolio Theory
Planning Tool:
Investment and Retirement Plans
spending tri-lateral pillar


Focus:
Lifestyle and Quality of Life
Motivation:
Enjoyment of Life
Enabling Virtues:
Discipline and Self-Control
Destructive Vices:
Sensuality and Impulsiveness
Educational Emphasis:
Setting Goals and Budgeting
Planning Tool:
Family Budget
giving tri-lateral pillar


Focus:
Making a Difference
Motivation:
Giving Back to Society, Family
Enabling Virtues:
Benevolence and Philanthropy
Destructive Vices:
Indifference and Selfishness
Educational Emphasis:
Estate and Charitable Tax Law
Planning Tool:
Estate and Charitable Plans