Our Process

At Crystal Clear Finances, we have developed a 3 step process designed to help you be confident when making financial decisions.

  1. Conversation: We start with a conversation. This time together is designed to get to know YOU! Helping us identify where you are and where you want to go.
  2. Strategy: We work to create a strategy that shows a step by step plan on how to reach your goals.
  3. Action: We walk through each step with you, providing guidance and advice as you move closer to your financial goals!

Crystal Clear Finances

518-433-7181

11 Century Hill Drive, Suite 206
Latham, NY 12110

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Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Crystal Clear Finances are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.