Clear guidance for your family’s financial journey.

Financial planning services to help your family stay organized, informed, and more at ease along the way.

Book Your Clarity Call

Smiling family of four gathered around an outdoor dining table, with parents seated and two sons standing close behind them

What families gain with Clarity Point

A clearer understanding of your family’s finances and the decisions ahead.

Simple structure that makes planning feel more organized and manageable.

Support that brings clarity and a calmer approach to financial planning.

Choose the membership that fits your family’s needs.

Clarity Foundation

The essential plan for families who want a clear starting point. Includes three planning meetings, a personalized financial roadmap, and support as you gather documents at your own pace. Ideal for getting organized with structure and clarity.

Join Clarity Foundation

Clarity Guidance

A more hands-on membership with four to six planning meetings, help gathering documents, and ongoing support throughout the first year. Perfect for families who want structured guidance, accountability, and a partner to walk through each step with them.

Join Clarity Guidance

Clarity Partnership

Our most comprehensive level of support. Includes everything in Clarity Guidance plus continuous plan updates, investment management, and long-term coordination as life evolves. Designed for families who want a trusted advisor throughout their financial journey.

Join Clarity Partnership

Hi, I’m Jackie — Founder and CEO of Clarity Point Financial.

Clarity Point was born from my years in finance and my life as a mom of three, experiencing firsthand how overwhelming college planning, investing, and long-term decisions can feel for families.

I built this firm to offer calm, steady support. I listen, simplify what’s confusing, and help you make choices that reflect your goals and values.

My mission is simple: to help your family feel organized, informed, and prepared for the future. Together, we’ll create a plan that supports you at every step.

Read Jackie’s Story

A Process Designed for Real Families

Start with a
Clarity Call

A calm conversation where we understand your family’s goals and concerns.

Get Ongoing Support
as Life Changes

We organize your finances and outline clear steps for college, investing, and long-term planning.

Ongoing Support
as Life Changes

We track your progress, adjust your plan, and guide your decisions over time.