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.
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.
Clarity Wealth Development, LLC is a Registered Investment Advisor firm in the State of Oregon and the State of Texas. Prior to any advisory work conducted outside of Oregon, Clarity Wealth Development, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration. Please ask us for our most current ADV – disclosure document.