Straight Talk. Intentional Advice.
Clearpath Financial Strategies offers independent financial planning in the Pacific Northwest to help you build what’s next in life and business. Our work is rooted in personal experience and driven by a passion to help others retire well, protect what matters, and plan with confidence.
Personalized Guidance For Life’s Transitions
Our approach starts with listening. We learn about what you care about, where you are today, and what you want your future to look like. Then we craft a plan built around you. We meet you where you are, then build a practical, intentional plan to help you move forward with clarity.
Business Services
We’re here to help you transition from survival mode to building lasting value. Whether it’s maximizing your business before a sale, planning a tax-efficient exit, or setting up a retirement strategy, we’re here to help.
Individual & Family Services
We’re here to help you and your family plan for retirement, protect your lifestyle, and align your money with what matters most. We bring clarity, confidence, and a genuine commitment to your future.
Business Owners
Whether you're scaling, maximizing value, or preparing to sell or pass it on, we’re here to help you plan for the next stage of your business.
Pre-Retirees
We walk you through the numbers, the lifestyle goals, and the “what-ifs” in your retirement with practical planning that adapts to your reality.
Retirees
Whether you're wondering how much you can spend, how much your business is worth, or how long your money will last, we help you navigate these years with confidence.
Newly Independent
Losing a partner through death or divorce can leave you overwhelmed and unsure where to turn. We're here to help you regain control.
Global and International Funds
An Arm and a Leg
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
