Financial Planning Financial Planning is similar to auto repair; while some can do it themselves, others cannot. That is why our advisors here at ClearView Wealth dedicate their time to assist individuals in planning for their financial future. Our most important consideration is creating a comprehensive plan that allows our clients to reach their financial future. In order to help achieve personal economic fulfillment, each advisor follows these five steps:Determine the current financial situationDevelop personal and financial goalsIdentify and evaluate alternativesCreate and implement a planReevaluate and revise the plan if neededFinancial Planning is not a one time deal, but rather a life-long process. So, let us, ClearView Wealth Advisors, accompany you on the journey to financial freedom.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 plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees. The Latte Lie and Other Myths Do you know these three personal finance sayings? Learn More 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. Learn More Have a Question About This Topic? Name Email Phone Question Thank you! Oops!