Approach your financial future with thoughtfulness and intention. Clarity can help you frame your choices, understand your options, and get started on your path to financial independence. You choose the direction; we help you find the way there.

The Better-than-Nothing Estate Plan

Ever wondered whether it’s time to make a will . . . and then decided to think about it later? The fact is most people really should have an official estate plan, including a will, a trust, health care directives, a durable power of attorney, and more—but that costs money, finding the right lawyer can be daunting, and you may think your situation just isn’t complex enough to be worth it.

Estate planning doesn’t have to be all-or-nothing.

Please join me on Thursday, October 16, 2025 at 4:00 Pacific Time (7 p.m. Eastern), when we’ll talk about some easy things you can do now, for free, to put yourself and your loved ones in a better position. Learn about who really needs legal documents and who doesn’t, how estates are distributed when there is no will, why probate matters, and what steps you can take to protect your family. 

If you send me an email and let me know you’re interested, I’ll send you the Zoom link.