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Email: info@clarusplans.com
Phone:
(630) 578-6684 Fax: (214) 445-0788

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Planning Services

Clarus Financial Planning offers hourly, as-needed advice so clients get the financial facts they need, at the intervals they desire, at prices they can afford.  Whether providing a second opinion, answering a few questions, or developing a full financial plan, Liane helps clients clarify, articulate and realize their most important life goals. 

Services Offered by Clarus Financial Planning:
• Full financial plans
• Life goals planning
• Retirement funding analysis and strategies
• Investment portfolio design and review
• Education funding analysis and advice
• Employee benefits analysis and advice
• Company retirement and 401(k) plan advice
• Cash management and budgeting services
• Insurance needs analysis and review
• Estate planning review and guidance
• Long-term care planning
• Educational workshops and seminars
• Financial check-ups

The Garret Planning Network's Seven Steps to Success is a win-win approach to financial planning for clients and advisors.  It spells out step by step Garrett's simple-to-understand-and-implement approach to building a brighter financial picture.