1. Listening and Data Gathering

This is the first step in the planning process.  Together we
review your current financial position and identify your
goals.

2. Analyzing and Preparing

We take the information you have given us and prepare a
comprehensive financial plan tailored to your unique
circumstances.  We present your plan in a clear and
concise way because it is important that you understand
the steps to achieving your goals.  

3. Implementing

We help you put your plan into action and provide ongoing
financial planning and investment advisory services

4. Monitoring

We want to make sure you stay on track!  It is important
to review and update your plan on a regular basis to
incorporate changes in your life.

We start with a complimentary 15 minute phone conversation to determine if we
are a good fit.  You tell us a little about your financial concerns and objectives,
and we talk about the solutions we can provide.  If we decide to work together,
you complete a financial planning questionnaire and we schedule a time to meet
.
Phone:   (617) 696-0140
Fax:       (617) 830-8389
Email:    info@clearvueadvisors.com
Our Process
OUR PROCESS
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