Our Services
Our Services
Foundational Strategies and Ongoing Financial Planning Services
At Clark Financial Planning, our first priority is helping our clients plan for their financial future. We take the time to learn more about your personal situation, identify your short and long-term goals, and educate you about your options. We pride ourselves on our ability to
effectively communicate and empathize with your current chapter in life.
Foundational Strategies
Designed for clients who want insurance or investment services
and do not want to engage in ongoing financial planning
Services offered:
Insurance services
– Insurance needs analysis
– Insurance strategies
Investment services
– Portfolio analysis
– Brokerage products
– Investment advisory services
Client service
– Personalized meeting structure
Implementation cost
– Insurance and Investment Services: Cost varies
based on products and account types
Ongoing Financial Planning
Designed for clients who want an ongoing financial planning
relationship that looks at their whole financial situation
Services offered:
Core topics
– Financial position
- Cash flow
- Net worth
– Protection
– Basic estate planning
Goal-based topics
– Financial position planning
– Protection planning
– Retirement planning
– Education planning
– Estate planning
– Investment planning
– Income tax planning
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Client service & Implementation cost
– Personalized meeting structure
Implementation cost
– Fee for customized plan: Varies based on complexity
Areas of Focus
For more information about our firm and the services we offer, send us a quick email or
call the office. Our first conversation is at no charge to you.
sarahaclark@financialguide.com | (717) 969-8922