Clark Financial Planning Services LLC
Holistic fee-only financial planning services for individuals, families, and small businesses. We help people of all income levels achieve their goals and obtain peace of mind over their finances.
Location Independent
The address shown is my business mailing address and not my physical work location. I work out of my home office and meet clients at professional office space throughout the region. I have several locations throughout South Florida where I meet clients. Chances are I already have a location near you and if I do not, I will find one. For clients who are comfortable with technology, I will work with you on a virtual basis no matter where you are located, by utilizing secure online screen sharing sessions and conference calls.
Our Mission
To have a positive impact on the lives of our clients by helping them achieve their goals and obtain peace of mind over their finances. We will do this by providing holistic fee-only financial planning and investment advisory services tailored to the specific needs of each client, based on their goals and values.
Our Vision
- Our clients will be pleasantly surprised at the level of personal service we provide and will be thrilled that we are by their side helping to guide them.
- Our clients understand the recommendations we make, and the reasons why we make them, because we educate them on the financial planning process and the topics of financial planning.
- From the moment our clients meet us, they feel comfortable and at ease, because we show them kindness and respect, and we deal with them honestly, fairly, and professionally in all interactions with them.