Let's Start a Conversation
Schedule a complimentary consultation to discuss your financial goals and discover how we can help bring clarity to your financial future.
Schedule Your Consultation
Use the calendar below to book a complimentary consultation with us. We'll discuss your current situation, determine if we can help, and outline our process.
Get in Touch
Prefer to reach out directly? We're here to help.
What to Expect
Your complimentary consultation is a no-pressure opportunity to get to know each other and explore how we can help you achieve your financial goals.
- We'll discuss your current financial situation and goals
- Learn about your values and what matters most to you
- Explain our comprehensive planning process
- Answer any questions you have about working together
- Determine if we're the right fit for your needs
There's no obligation, and you'll walk away with valuable insights regardless of whether we work together.
Money & Clarity is a registered investment adviser with its principal place of business in the State of Ohio. Money & Clarity and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Money and Clarity may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about Money & Clarity is also available on the SEC's website at www.AdviserInfo.sec.gov.
Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.
The firm is not engaged in the practice of law or accounting. The firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about the Firm including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.