Clear direction for your financial life

Life is complicated. Managing your finances shouldn't be.

Cut Through The Confusion

Our goal is to enhance and simplify your finances so you can focus on life's other priorities. We partner with our clients to help them make the most of their money and be confident they are on the right path.

Something prompted your visit to our website today. Perhaps retirement is quickly approaching and you're unsure if you're ready, or you're already retired and you want to make sure your savings will last. Maybe you're trying to balance saving for retirement and paying for your children's college education. Whatever the reason, we're here to help. Contact us today to discuss your situation and see if we are a good fit.

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A better way forward

We put your interests first

Independent Fee Only Focused On You

committed to acting in your best interest

At Clearvue Advisors we provide advice, not products. We are an independent fee-only financial planning firm and registered investment advisor. That means we are paid only by our clients. We do not accept commissions, referral fees or compensation from other sources. Whether we are recommending a specific investment strategy, insurance product, paying down debt or getting your estate plan in order, you can rest assured we are making these recommendations because they are in your best interest.

We are based in Milton, MA. We understand your time is valuable, so we will meet with you at your home, office or virtually, when it's convenient for you.

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Elise Stevenson, MBA, CFP^®

I grew up in Toronto, Canada. After earning a degree in Biology from the University of Ottawa, I realized that a career in science wasn't my calling and winters in Ottawa are too cold, so I moved south to Boston and earned an MBA from Northeastern University. There I discovered financial planning, which offered the perfect mix of analytical and people skills. I have been a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional since 2000.

Prior to founding Clearvue Advisors in 2005, I was a Senior Financial Planner for a large regional accounting firm in Cambridge, MA. I love helping people gain confidence and peace of mind knowing their financial affairs are in order and on track to achieving their goals.

Contact Me

Our Clients

Achieve peace of mind with personalized objective advice

We work with people who understand the value of professional guidance in managing their finances, and who are looking for an objective partner to help them achieve their goals.

Working Professionals

Common Questions:

Should I invest or pay down debt?
How much should I be saving for retirement/ college?
When will I be able to retire?
What's the best way to save for my children's college education?
How and where should my money be invested?
Am I optimizing my employee benefits?
Am I taking advantage of tax saving opportunities?
How do I protect my family if something happens to me?
What type of life insurance should I buy and how much do I need?
What important estate planning documents do I need?

Ready to make smarter choices with your money and create a clear plan for financial success? Let's talk to see if we're the best advisor to be working with you.

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Pre-Retirees and Retirees

Common Questions:

How much can I afford to spend in retirement?
How can I make sure my savings will last?
What's the most tax efficient withdrawal strategy?
Can you help me evaluate my pension options?
Can you help me evaluate my health insurance options?
How should my money be invested?
When should I start collecting social security?
Do I need life or long term care insurance?
What's the best way to transfer wealth to my children/ grandchildren?

We can help you chart a sound course in retirement and achieve peace of mind knowing your financial house is in order.

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Life Transitions

No matter what life throws at you, we can help navigate a clear path through it.

Common Questions:

I'm changing jobs. What should I do with my old retirement plan?
We're having a baby! How can we prepare financially?
I'm getting divorced. How do I start over?
I recently lost my spouse who handled all of our finances. What do I do now?
My employer is offering a buyout. Should I take it?
How do I handle an inheritance prudently?

Whatever your situation, we can help you objectively assess your options and choose the best path forward. Contact us today to get started.

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Services

How we can help you achieve your goals

Financial Planning

Financial planning is not a one-time event. It's a process that helps you make well-informed decisions throughout your life. We seek to build long term relationships by first taking the time to ask the right questions and learn your story.

After an initial meeting in which we review your current situation and identify your goals, we will work together to develop a financial strategy that is fully customized to your needs. We will prepare a clear and concise plan with actionable steps because it's essential to us that you understand how to achieve your goals.

During our financial planning partnership, we will consider factors such as spending, debt, income taxes, retirement planning, investments, education funding, tax minimization, insurance needs, estate planning and charitable giving.

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Wealth Management

Clearvue Advisors offers a personalized wealth management service incorporating ongoing financial planning and investment management. We partner with your accountant and other advisors to ensure a coordinated approach to managing your wealth. This service includes unlimited access to your advisor to address planning issues as they arise for a fee based on the value of assets under management.

Our tax-sensitive approach to investing incorporates mutual funds, ETFs and separately managed accounts to create a diversified portfolio that is in line with your risk tolerance and long-term goals.

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Getting Started is Easy

Let's Connect!

Call or email us to schedule a complimentary call to see if we're a good fit.