The Clarity Point Difference
You're doing well financially, but the pieces don't feel connected. We help you see the full picture and move forward with intention.
Financial guidance that brings confidence and clarity.
Simple roadmap for everyday decisions.
Wealth-building support that brings direction.
When your finances lack clarity, it becomes harder to move forward with confidence…
Are college costs, savings options, retirement savings, and timelines starting to feel overwhelming as your child gets closer to graduation?
Do you find yourself juggling your money, priorities and advice without knowing what truly fits your family's goals?
Are you worried that important decisions are being delayed because there’s no clear plan to guide them?
Does it feel like you're earning well, but still unsure if you're maximizing your investments “the right way”?
Or do you need help to get started?
Without structure, it can feel overwhelming.
Comprehensive Financial Planning
A clear, organized plan that connects income, savings, and long-term goals effectively together.
College Planning
Strategy
Practical, tax-smart guidance to prepare for college costs without disrupting your family’s future.
Investment
Guidance
Support to help you understand options and choose investments aligned with your family’s goals.
Ongoing Financial
Support
Steady guidance to keep your financial plan aligned as your family and priorities evolve.
A Women-Led
Financial Practice
Bringing empathy, understanding, and a fresh perspective to an industry often driven by numbers instead of people.
Behavioral & Family-Centered
Financial Approach
A supportive, therapeutic-informed perspective that helps families make decisions with calm and clarity.
Progressing Toward CFP® Certification
On track to complete required hours for full certification in 2026.
CPA – Certified Public Accountant
Nearly two decades of technical experience in accounting and finance.
Professional credentials with a family-centered approach
Hi, I’m Jackie, Founder and CEO of Clarity Point Financial.
My journey into financial planning grew naturally from both my professional background as a CPA and my life at home. Working in finance while raising three boys — including one approaching college — showed me how much families need steady, judgment-free support as they navigate important financial decisions. That’s why I created Clarity Point.
My approach is calm, patient, and family-centered. I take the time to listen, understand your goals, and simplify what feels confusing or stressful. Whether you’re thinking about college costs, investment choices, or how to organize everything you’ve worked so hard to build, my goal is to help your family feel supported.
Together, we’ll build a plan that fits your family, supports your long-term goals, and brings more ease to the decisions ahead.
A Process Designed for Real Families
Start With a Free
Clarity Call
You receive a calm, judgment-free space where we listen closely to your family’s goals, worries, retirement, and priorities, so we can understand exactly what you need.
Get a Personalized Financial Plan
We organize your accounts, simplify your options, and build a clear, values-aligned plan that helps you navigate college costs, investments, and long-term decisions with confidence.
Ongoing Support as Life Changes
You gain steady, long-term guidance. We track your progress, adjust your plan when needed, and help you make each financial decision knowing you’re moving in the right direction.
Working with Clarity Point Financial…
You’ll see how college costs, investments, retirement, and long-term goals come together in one clear picture for your family.
You’ll have an organized financial and investment plan that feels understandable and manageable.
You’ll feel supported through every change, without the pressure of navigating it all on your own.
You’ll make decisions that reflect your family’s values and have a clear picture of your path to retirement.
You’ll move forward with a sense of direction, knowing each choice has meaning and purpose.
Most importantly, your family will gain the clarity and ease needed to plan confidently for the years ahead.
