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Before you keep reading… Hi, I’m Jackie!

I’m a financial planner, mom of three, and founder of Clarity Point Financial. I help busy families bring order, calm, and direction to their financial lives, especially when navigating college planning, investing, and long-term decisions that can feel overwhelming.

I believe every family deserves guidance that feels steady, empathetic, and easy to understand. This blog is where I share practical advice, clearer explanations, and the small steps that can make your financial life feel more manageable.
Let’s work toward a future that feels organized, intentional, and right for your family.

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Considerations When Choosing a 529 Plan

January 26, 2026

A 529 plan is a tax-advantaged savings account for education that helps families save, grow funds, and stay in control.

5 Items to Help Bring Order to Your Family’s Financial Life

January 17, 2026

Five practical financial essentials to help families build clarity, stability, and long-term confidence.

4 Life Insurance Questions to Protect Your Family

January 6, 2026

Four questions to help clarify your life insurance needs and protect your family’s future.

Your Guide to Family
Financial Planning

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