ClarityWorks provides structured, independent retirement clarity sessions.I help you:Translate retirement savings into realistic incomeUnderstand how Social Security fits into your pictureIdentify key risks, gaps, and decision pointsFocus on what actually matters now versus laterNo products. No commissions. No sales pressure.
ClarityWorks is for people who:Are within 10–15 years of retirementHave savings but feel uncertain about whether retirement truly worksWant clarity before committing to an advisor or strategyPrefer clear explanations over financial jargonIf you feel like you have “done the right things” but still lack confidence, this service is designed for you.
Retirement Clarity SessionA focused, one‑on‑one session designed to give you confidence and direction.What it isA 90‑minute session (virtual or in‑person)High‑level review of your retirement pictureEducational and decision‑focusedWhat we coverRetirement timing and goalsSavings, income sources, and assumptionsHow long your money may need to lastTrade‑offs and upcoming decisionsWhat you leave withA clear understanding of where you standA prioritized list of next stepsConfidence to move forward—on your own or with an advisor
Intro Call
A short conversation to understand your situation and confirm fit.Clarity Session
We review your retirement picture and key decisions together.Next Steps
You leave with clarity, not pressure, and a clear path forward.
ClarityWorks was created to help people make thoughtful retirement decisions without confusion or sales pressure.My approach is analytical, independent, and grounded in real‑world trade‑offs—not product recommendations.The goal is simple: help you understand your situation clearly so you can make confident decisions.
If you are approaching retirement and want clarity before making major financial decisions, start with a conversation.[ Schedule an Intro Call ]
ClarityWorks provides educational and informational services only. Content and discussions are not investment, tax, or legal advice. No financial products are sold or recommended.© ClarityWorks