How We Work
The Clarifi Client Journey
At Clarifi, we do things a little differently than other financial counseling organizations. We start by listening to you. Wherever you are on your financial journey, that’s where we’ll meet you.Learn More
Make an Appointment
The first step is usually the hardest, but in this case it’s easy. No matter what your challenge, or even if you’re not sure what your challenge is, make an appointment and we’ll talk through it.
All of our counseling is grounded in empathy. We want to understand what’s going on in your financial life. We’ll ask you questions about your goals, your challenges, and your current situation.
Creating an Action Plan
Once we know what you’re working towards, our certified financial counselors will help you create an Action Plan: a written, step by step guide to reaching your financial goals.
An Action Plan is your roadmap, but it still helps to have a friend along the way. Our counselors care about your goals, so we check in regularly to make sure you’re on track and to help you with whatever else you may need.
Repeat as Needed
Reaching our financial goals is usually not easy. We’re here to help you no matter how much help you need – which is why there are no caps on the number of sessions you have with one of our counselors.
A relationship-based approach to counseling, coaching and asset building activities that helps clients achieve their self-set goalsLearn More
Targeted interventions and case-management style counseling that helps clients find and stay in a safe, secure, and sustainable home.Learn More
We connect with our communities through group education, webinars and speaking engagements that illustrate the impact of financial empowerment.Learn More
COVID-19 Visitor Protocol
Clarifi is excited to reopen our offices to meet our clients in-person. Please review our COVID-19 Protocol’s as we are committed to ensuring that you have the absolute safest counseling session.Learn More