Clarity (Discovery) Session Preparation Instructions:
At ClearVue Strategies, preparation creates clarity. To help you make
the most of our time together, I’ve created two simple tools you can use
before your session:
A downloadable worksheet to capture your financial details.
You can choose between a Google Sheets File or an Excel Worksheet File.
A short online questionnaire to share your goals, challenges, and
priorities.
Together, these tools give us a strong starting point for creating your
personalized financial roadmap.
If you choose the Excel Worksheet please take a moment to increase
the Row Heights to at least 40 as the rows often compress and
the full description of certain rows.
Instructions for Clients:
Download and fill out the Google Sheet or Excel worksheet.
Complete the Clarity (Discovery) Session Questionnaire online. Once you submit the questionnaire,
it will automatically be sent to me.
Send or share your completed worksheet to info@clearvuestrategies.net at least 48 hours before
our session.
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Download the Google Sheets Worksheet:
👉 Click below to download your worksheet:
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or Download the Excel Worksheet:
👉 Click below to download your Excel worksheet:
👉 Complete the online Clarity (Discovery) Session Questionnaire below:
If you select no to the spouse/partner and the question about a business,
those questions will be omitted from the questionnaire.
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Disclaimer – These tools are provided for educational and planning purposes only.
They are not a substitute for professional tax, legal, or financial
advice specific to your situation.