Clarity Northwest Wealth Management, operating as Clarity Northwest, provides financial planning services on an hourly, fee-only basis. Clarity Northwest does not accept commissions or referral fees. Financial planning services may be broad or narrowly focused, depending on the client's needs. Clarity Northwest gathers information through questionnaires, worksheets, and personal interviews to create a written report with recommendations. The firm also offers educational presentations and workshops on general planning topics.
Fee Structure
Clarity Northwest charges $300 per hour for financial planning services. The total cost depends on the complexity of the engagement, the number of planning areas requested, the depth of questions, the hours to complete the engagement, and the reports to be produced. An estimate is provided upfront, and fees may be negotiable. One-half of the anticipated project cost is due upon project commencement, and the remaining balance is due upon completion.