Financial Coaching

For your first Introductory Call, your CLEAR Financial Coach will call you at the phone number that you provide us at the time that you request using the Introductory Call booking form.

During that first call, your Coach will ask you to share more about your financial situation, your goals, your concerns, and what skills you would like to build or any specific things you would like to achieve through Financial Coaching.

If you and your Coach both agree that Financial Coaching might be a helpful to you and your situation, your Coach will inform you about your next steps and help with scheduling your next Coaching Call.

Financial Coaching sessions are typically short (1 hour or less) calls between a Client and a Coach to discuss the Client’s specific financial situation, goals, and concerns. 

During the session, a Coach may provide help to the client with understanding financial topics and accomplishing certain financial tasks that can be accomplished during the short duration of the call.

A Coach cannot provide a Client with legal advice, financial planning advice, or investment advice. If a Client requires further assistance with these topics, the Coach may suggest some resources the Client can use to procure the services they require.

Financial Coaching takes a different amount of time for each Client, depending on their unique financial situation, goals, and concerns.

Typically, we try to minimize the length of time that a Client receives services to the fewest number of sessions possible in order to achieve some of the Client’s short-term goals, and set them up for success in pursuing their long-term goals.

Most Clients can expect to meet with their Coach for 2-5 sessions, over the course of several weeks. 

If the Client requires or requests ongoing Coaching or support, their Financial Coach will determine whether their needs require CLEAR’s ongoing services, or may suggest alternatives so they can get the assistance they desire. 

No. There is no cost to any of our clients for CLEAR Financial Coaching. All of our client services are completely free of charge.

We do hope that those who can afford to do so will see fit to make a contribution of support to CLEAR, so that we can continue to serve our clients and improve their financial wellbeing.

All of the information that you share with a CLEAR Financial Coach is confidential, and will not be disclosed to any third party unless you request and authorize that we do so.

All of the information that you share with us is stored securely in our electronic systems, and unauthorized access of financial coaching data by those who do not need it is restricted and strictly prohibited.

We do not sell your information or data you share with us to any third party, for any reason.

Data you share with us may be used in an anonymized fashion to create new research about the clients and communities we serve. Such research is performed with careful attention to preserve your privacy, and all personally identifiable information (PII) is removed before any information is shared with any other parties.

No personally identifiable information (PII) gathered by a CLEAR Financial Coach, such as your full name, address, phone number, or email is ever included in any research materials we create.

No. We do not offer any legal advice, financial planning services, or investment advice to our clients during CLEAR Financial Coaching sessions. 

If we identify that you have a particular need for legal services or interest in a topic that is of a legal nature, we may help identify resources where you may be able to procure the legal help you require from appropriately credentialed attorneys.

If we identify that you have a particular need for or interest in financial planning, investment, or other financial advice, we may help identify resources where you can procure the financial advice that you are seeking.

We do not receive any money for the referrals to any of the resources that we may ask you to consider.

No. We do not receive any funds from vendors or service providers for any of the products or services that we may discuss with you during your Financial Coaching session.

We strive to provide you with the best information, and may discuss a variety of financial tools, services, or products that exist in the financial services marketplace.

We encourage you to thoughtfully consider any information about your financial options you receive from CLEAR, as well as any other information gathered through your own research, before you make a decision about what products and services are right for you.