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Meet the Founder

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Our Purpose
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Core Principles
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EDUCATION
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GUIDANCE
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SUPPORT
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Team High Five

Financial education is the key to financial literacy. A person's ability to effectively manage their money is directly affected by their ability to manage their emotions and mindset. So, we are excited about assisting you with education, guidance and support on your journey to self-sufficiency. 

We promote financial awareness as the catalyst for wellness and wealth. It's because we understand the connection between Emotional Intelligence and Financial Education that we are able to guide you to the next level in your own finances.

Here you will learn about your financial options while receiving guidance about how to take action with regard to:

Financial Education, Advice & Literacy

 

Financial Strategy

 

Business Planning

 

Mindset Coaching

 

Life Insurance Consultation & Application

( Term, Whole, Universal & Long Term Care)

 

Health Insurance

 (+ Medicare Supplement & Advanced Medical Directive)

 

Retirement Planning

 

Creating Generational Wealth

 

Estate Management

 

We have the answers to many questions you don't yet know to ask. We also have access to knowledge and resources that can increase your confidence when having conversations making decisions about money. We want you to understand how to make your money work for you.

We look forward to getting to know you and working with you. Whether you're just starting out or you're looking for a fresh perspective at this advanced stage of your journey, feel free to browse through our services and schedule a Clarity Connection.  

 

Our services support you in navigating a clear path to creating the reality of your dreams. Enjoy our blog articles and watch videos from our library discussing our relationship with money, supporting life transitions through financial strategies (including adulting, marriage, parenthood, divorce, retirement, grief support, etc.) and creating business plans (including operations, marketing and financial reviews and reports).

 

Now is your time to thrive with educational programs available at your convenience and an enthusiastic qualified advisor ready to serve you.

 

About: About
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