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Clarity Northwest Wealth Management, LLC  -- Seattle, WA
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  • About
    • The Firm's Principal
    • How We Are Different
    • Why Fee Only Fin. Planning?
  • Services
    • Our Focus
    • Our Services
    • Our Investment Philosophy
    • Our Business Model
    • Our Process
    • Typical Clients & Fees
  • Contact
BUILDING THE PLAN
  • Questionnaire
  • Meeting date
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1. Discovery
  • Contract
  • Documents
  • Deposit  (50%)
  • Analysis
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Inquiry
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  • Plan Implementation
  • Market changes?
  • Major life changes?
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3. Plan Hand-off
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2. Planning
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  • Add'l scenarios
  • Input / feedback
  • Plan development
  • Recommendations
Clarity Northwest Wealth Management, LLC (“Clarity Northwest”) is a registered investment adviser with its principal place of business in the State of Washington. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as Clarity Northwest’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.   Copyright © 2016, Clarity Northwest Wealth Management, LLC.  |  Disclosures