What have you always wanted to do? What will you regret not having done?
Everyone is different. We’ll listen to you (and we mean really listen).
Together we’ll discuss and clarify what you want to do with the rest of your life and create a clear, elegantly simple plan for you to do the things that are important to you.
I was introduced to Tim Walsham by a colleague in 2014 when I was investigating my options for early retirement. A major concern was whether my wife and I could maintain the lifestyle in retirement that we had enjoyed while I was working. Our financial affairs at that time were quite complicated, but with Tim’s expert help we developed a financial plan that allowed me to retire later that year.
Meeting Tim was definitely a life changing event for us. The biannual checkpoint meetings reinforce our confidence and give us an opportunity to adjust our plan based on changing world, market and personal circumstances. Many years later we can honestly say that thanks to a robust financial plan and Tim’s ongoing involvement we have been able to maintain our lifestyle without worrying that we might be depleting our resources too quickly. Life is good!
We particularly like that they are a small firm so we always see/talk with the same people and their fee structure is very transparent. Everyone in the Claritas team treats us as individuals and we really do feel like valued clients and not ‘just another customer’. Claritas takes care of our financial worries leaving us free to enjoy our retirement and we have no hesitation in recommending them.