Clear objectives are the key to sound decision making. At Clarity Wealth Development, we listen to you and build financial plans that support your goals and values, helping you move beyond the money so that you can focus on what’s truly important to you.
We are experts in financial planning and decision science. You can trust that our advice is informed by research, avoids over-complication and is uniquely personalized to fit your life.
As fee-only fiduciaries, we have taken an oath to always give advice that is in the best interest of our clients. You pay a flat fee for our service and don’t have to worry about our advice being influenced by commissions or other incentives. We work for you.
Providing a Foundation for All Your Financial Decisions
Our clients come to us because they face new directions in life and need guidance for the road ahead. Like them, you might be dreaming of an early retirement after a satisfying career, or perhaps you are a young family seeking help on beginning a savings program.
You might be rebuilding after a divorce, or wondering how to seize the opportunities a sudden windfall has given you. Wherever you are, wherever you want to go, we work with you so you can move forward with confidence.
Our clients look a lot like you
Whether anticipated or not, a major life transition can be disruptive. We help you adjust to your new reality by gathering information, determining your needs and talking through the various financial scenarios before implementing any financial planning or investment management strategies.
Working families are the backbone of American society, often balancing children, aging parents, work, life, and future goals. Some days feel never-ending and the to-do lists pile up, but you find purpose in the hectic times: to create a better life for yourself and those you cherish most.
Pre-Retirement & Retirees
Your Golden Years are hopeful times. Much of the stress of child-rearing and climbing the corporate ladder has subsided in favor of a new routine filled with periodic work, hobbies and visits from grandchildren. Your financial thoughts have shifted, as well -- to estate planning, healthcare, and taxes.
The picture is us, but the focus is you
We’re a full-service advisory designed to help you plan for a full-service life. You’ve worked hard to build your assets and our team will work just as hard to help you protect and grow what you've saved.
We empower our clients with clarity and financial confidence. Clarity Wealth Development, founded by Certified Financial Planner™ and Corvallis native Kay Dee Cole, focuses on planning that works for you and your family, without the jargon.
Send Us a Message!
We’ll respond to email messages within two business days, and often sooner. Please call with urgent concerns so we can serve you more quickly or if you don’t receive an email back. Our hours are Monday – Thursday 8:30 am to 4:30 pm and on Fridays till 3:00 pm
262 NW Polk Ave.
Corvallis, Oregon 97330
Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.
Memberships & Alliances