Clarity in Planning

Driving into work today the classic 1972 Johnny Nash song “I Can See Clearly Now” came strolling into my mind.  It made me first break out in song and then contemplate the blessing of sight and finally consider how this year is going to be the Year of Vision at Bare Wealth Advisors.  You will hear more about our Year of Vision throughout the year but for now I simply want to focus on seeing clearly or having clarity.

Did you know that eyes are made up of 2 million working parts?  Or that your eye is the fastest muscle in your body?  I regularly take my eyes for granted and forget that my vision is one of the greatest gifts I have.  However, when I forget my glasses or get something in my eyes and lose the clarity of vision, it’s an easy reminder how critical it is to see clearly.

As a financial advisor, one of the areas we excel at is giving financial clarity to our clients.  It’s more than just wealth management and insurance products based on your age and risk tolerance.  These might provide a course but cannot provide full clarity.  Once we get a chance to walk through a full financial plan, understanding a client’s core values in addition to their financial goals and circumstances, we can provide a lot of clarity as to the path they are on and help them answer the question of “how much is enough?” in many areas of their financial lives.

We’re looking forward to 2020 and hope to see you soon!  As the Johnny Nash chorus continues, “It’s gonna be a bright (bright) bright (bright) sunshiny day”.