Insight 360° Clarity Tools

A Clarity Tool is a structured financial review that helps identify risks, gaps, or opportunities in your financial life. Each tool focuses on a specific area such as retirement planning, investment fees, taxes, insurance, or estate planning. The goal is to bring clarity before making important financial decisions.

For most people, yes. A Clarity Call helps determine which review is most relevant for your situation and ensures the results are interpreted within the context of your overall financial picture. If you are already an Insight Planning client, these reviews are often used directly as part of the ongoing planning process.

Yes. Clarity Tools are offered at no cost as part of the initial planning conversation. Because each review is designed for specific financial situations, they are typically offered to individuals or families whose circumstances align with the topic being evaluated.

Clarity Tools are designed primarily for individuals and families with $500,000 or more in investable assets, as well as business owners and incorporated professionals seeking coordinated financial planning. The reviews are intended to help identify important financial decisions before building or adjusting a long-term plan.

The information depends on the specific review. During the Clarity Call, we explain exactly what information is helpful.

• Investment statements for a portfolio review
• Retirement savings and income details for retirement planning
• Insurance policies for risk reviews
• Corporate or tax information for business owner planning

After the review, we walk through the findings and discuss the decisions that matter most. Some people simply gain clarity about their current plan. Others decide they would benefit from a deeper planning engagement. The goal of the review is to make the next financial decision clearer and more confident.