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!