Enlightened Financial Planning

Clerestory (klir-stOr-E) \ An outside wall of a room that rises above with windows admitting daylight.

What are the values by which you live your life? What are your passions? What do you want to accomplish? Financial planning is about how you choose to live your life. At Clerestory Advisors, Inc., we help people with their planning so they can reach their financial goals and desires. We believe a financial plan should be based on your life plan – your values, aspirations and dreams for your future and those you love.

Tell us about the life you envision and we can show you the financial plan that will honor that vision and put you on that road. We will be there with you, every step of the way.

Clere-Agenda

The process doesn't have to be difficult or intimidating. You do not have to be a wealthy person to plan for the future. Simply putting down on paper what you have and what you want is enough to start you on your financial journey. Our initial consultation is free with no strings attached. It is a chance for us to get to know each other and for you to decide if you want us helping you manage your financial future. Call us to set up your appointment – make time to plan for your future.