Planning today for a secure tomorrow
With the right guidance, tools, and mindset, you’ll be ready to take action and succeed.
Begin Today
My Services
I provide insight, structure, and perspective so you can move forward with confidence and peace of mind.
Take Control
Feeling overwhelmed by debt, budgeting challenges, or saving for the future? Take control of your money and your future. I’ll help you turn financial stress into a clear, confident plan tailored to your goals and lifestyle.
Look Ahead
Wondering if you’re on track for retirement? I’ll help you understand your current financial position and work with you to create a clear, personalized plan that moves you forward with confidence.
Best Life Plan
While planning for individuals with disabilities can feel overwhelming, you don’t have to do it alone. I’ll guide you through the process and help you create a clear, customized plan for your family’s unique situation.
Planning for tomorrow brings peace of mind today. Let’s get started with your free consultation!
Top reasons to have a Financial Coach
People turn to a financial coach for personalized guidance, structure, and support—so they can better understand their financial situation, make confident decisions, and work toward their goals. Here are some of the most common reasons why:
- To gain control of your finances
- To get out of debt
- To build better habits
- To reach specific goals
- For accountability
- To reduce financial stress
- To understand money better
- To plan life transitions
Top reasons to have a Special Needs Plan Coach
People seek a coach to build a special needs plan for individuals with disabilities because the process is complex, emotional, and deeply personal. A coach helps families create a sustainable plan that ensures long-term care, financial security, and quality of life. Here’s why coaching is often essential:
- To help navigate the complexity of planning
- For future security of your loved ones
- To protect government benefits
- To help coordinate your team (attorney, advisors, education, medical, county and state)
- To create a Special Needs Plan (Best Life Plan)
- To help navigate family dynamics
- For peace of mind in the planning process
Awesome Results
Client Testimonials
Inspired by these results? Let’s explore how coaching can support your goals. Schedule your free consultation today!
Lori Johnson
Working with Brian was an incredible experience! Before consultation, I wasn’t sure what I needed to know, but Brian’s patience and respect made the process seamless. He met me at my level of understanding, leading me through financial analysis with clarity and expertise. For the first time, I truly grasped how and where I spend my money, and the future projections gave me invaluable insights into securing my financial future. Brian and Clarity Consulting far exceeded my expectations!
Colleen Miller
Brian has been a wonderful source of knowledge that has helped me immensely in dealing with the financial responsibilities and requirements for my granddaughter. His website (thespecialneedsplan.com) is a one-stop place to get information on a wide range of resources to support kids and adults with disabilities. He does extensive research for the questions I have and is able to root out answers that are almost impossible to find. His knowledge base is extensive and he’s able to explain the information so it’s easy to understand and implement. I truly appreciate Brian’s help and insight.
Take the next step with confidence
Start your planning journey today
Together we’ll clarify where you are now and build a step-by-step plan to move forward with confidence and purpose.