“Working with Rex has been a real pleasure. He is extremely knowledgeable about all of the financial issues that medical students and residents face. He is extremely personable and really cares about making the whole financial process as transparent and easy as possible.”
Our Consultative Approach
At Clarity MD Services, it's our job to help you understand your financial situation and the outcome of your planning decisions. We'll take your through our five-phase planning process to ensure we're making the best possible recommendations for you.
1. Discovery
To give you the right advice, we need to get to know you, to understand your financial situation, and learn about your long- and short-term goals.
2. Analysis
We conduct a thorough analysis of your current financial situation, your personal and professional life, and look for solutions that put you on the path to achieving your goals.
3. Proposal
We help you to understand where you stand relative to your goals and present recommendations to help you meet them. With your collaboration and feedback, we fine tune our recommended solutions. We may identify other professionals, if required, to further explore or implement a strategy.
4. Implementation
We go out of our way to make the implementation of our solutions as easy as possible for you, and we'll keep you informed throughout the process. If other business professionals are involved, we don't just hand you off; we'll take the time to coordinate with them, ensure they're aware of your requirements, and follow up on the completion of your overall plan.
5. Review
You need to keep your financial plan on track, and it will change and evolve as your personal and professional life does. We perform periodic reviews, and adjust as needed to help make sure you achieve your financial goals.
How we get paid
Trust is earned. That's why we're open and transparent about how we get paid. In every transaction, we'll let you know up front how we're compensated.
We're independent, so we don't just sell the products on a pre-approved "shelf," or those with the highest commissions. We make product recommendations based on what suits your needs and situation best. Our remuneration is in the form of fees, commissions, or a combination of both. And we'll do our best to give you advice on how to keep your costs as low as possible.
Financial planning is a fee-only service and the cost will be based on the complexity of the plan, which will be determined at the Discovery stage of the planning process.
