Clarity Before Crisis is not a book you read — it’s a system you use
Lots of people write books. Few build systems
The Clarity System is a 3-step process to:
align your finances and family
redefine retirement and wealth
age with dignity
build a legacy beyond money
Step 1: The Book
Most finance and aging books inform. Very few transform.
From Accumulation Phase-Charitable Trusts-End of Life Planning-Medicare-Social Security, this book covers the key themes of mid and later life.
The transformation happens as you read the stories of real families, the grief, the family dynamics, and choices made regarding life and death.
Each chapter gives you Clarity Affirmations and Action Steps, so you can feel and see the changes happen.
Driven by stories of real families at every stage and packed with professional insights.
Order your copy from these retailers
Step 2: The Care and Estate Binder
Don’t keep this knowledge in your head or somewhere no one can find it.
Put it to action!
Step 3: Personal Consultations
You may be a fit if you’re
Planning ahead and need a clear strategy
Dealing with a complex estate and blended family
Thinking about business exit and succession
Need coordination across your planning team
Financial planning: Ensure your financial, legal, and healthcare plan is solid. Portfolio, taxes, estate documents, insurance polices, and cash flow reviews.
Family planning: Equipping and empowering the caregiver, Power of Attorney, Executor, and Trustee to manage their roles with confidence.
Flat-fee plans and support starting at $3,000
*Fee based on complexity and time commitment
Benjamin Bolen
Certified Financial Planner and author of Clarity Before Crisis