Broker Check

Our Process

Getting to Know Your Situation

We take the time to get to know you personally. Who you are, where you came from, your current financial status, and your future financial goals.

Analyzing Your Information

We are listeners first.

Once we know who you are, our years of experience have prepared us to develop plans and guide you through your life transitions. 

Presentation & Implementation

We don't just tell you what to do. Our job is to provide options, educate, and empower you to make your own decisions about your finances based on our proposed financial plans.

Ongoing
Advice

We are building a relationship with you. Want to learn more about retirement, social security, or estate plans? We can continue to strategize and keep the conversation going.

How We Work

As your financial advisor, we play an active role in your life communicating and evolving with you as you continue to grow. We have tailored our expertise to assist clients with pre and post-retirement decisions, along with individuals dealing with loss.

Common questions/comments we hear:

"I've worked hard my entire life, and now I need to replace my paycheck. Do I have enough?" 

"How do I generate an income from my nest egg and not run out of money?" 

"My spouse recently passed away, and I have no idea how to restructure my finances." 

"I was let go from my job, and I'm afraid of what this will do to my savings for retirement." 

If any of this sounds familiar, you are in the right place. We offer both face-to-face and virtual meetings where we can discuss your current financial situation and prepare a strategy to meet your goals. Our four-step process is simple but effective.

Our Philosophy

It's all about you. While we have processes in place, this relationship is about what you want for yourself, your family, and your future. Each financial plan is customizable to what you want, the steps we make, and when you are ready to take them. We allow all of our clients to say "yes" or "no" to any of our suggestions - trust us when we say you will not hurt our feelings. We can always revisit topics in the future. 

Clark Financial Planning approaches each client and their situation with compassion and empathy. We want to understand where you are in life and where you want to be. Our job is to not only develop and implement an effective financial strategy; it's to educate our clients so they can understand the why behind the decisions. 

"Sarah's communication is what took this relationship to the next level. Anytime I think I should connect with her about something in my account, she has already reached out to me for a review. She takes the time to explain concepts until I understand, and then she'll explain it again just to make sure it sticks."

Our primary goal is to develop a long-term, trusting relationship with you.

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