It is difficult to separate our emotions from our financial transactions, at least for most of us. We place so much pressure on ourselves to make the “right” decision, at the “right” time. But more often than not, we just need to MAKE a decision, there are no right and wrong choices, just a choice that must be made.
If a choice was clearly the “right” choice, you wouldn’t be facing anxiety or uncertainty around your options. So, when it comes to financial decisions, what can seem like an overwhelming decision can become clear and lower-stress with a bit of conversation and knowledge around the numbers. Let’s take some pressure off and approach things in a new way.
Asking ourselves alternative questions when making financial decisions and speaking with someone that has your interests in mind is a great place to start.
“How does this impact my future?”
“How do I feel about this right now—is my decision purely emotion-driven…And, is that ok?”
“Can I live with the cost of my decision? Do I know the cost of my decision?”
“What is my motivation for making this decision?”
“If I made a pros and cons list of my decision, can I live with the cons side of the list?”
At Clarity, we embrace the questions that aren’t common from a tax professional as we explore the topics of importance to you in your tax planning process.
Designing a client journey that puts peace of mind first.
I created a client journey that sets everyone up for success. With our proactive approach and a balanced workload set to deliver value timely, we expect our client relationships to last for decades, not just for a year or two.
I designed our client journey with the most common complaints from incoming clients in mind. Their experiences and comments ranged from: “Taxes scare me” to “I never know what to expect on my tax return filing” and the classics… “I can’t handle another huge tax bill at the final hour before April 15” and “my accountant is always too busy—I can never get a hold of them.”
It was important to me that the Clarity brand was different and that we are out ahead of all of these issues plaguing the understaffed tax industry. Did you know that 75% of the tax partner workforce is set to retire over the next decade? Daunting, to say the least… Creating healthy boundaries for staff and an epic education program is a MUST as we aim to fill the generational gap we are seeing in our industry.
Over the last 15 years I’ve learned that it’s vital that we take care of ourselves and acknowledge our capacity so that we can serve our clients enthusiastically and timely. We have a limited number of relationships that we will take at any one time at Clarity, and once we are full, that’s it. Then it’s a wait list until space becomes available.
I invite you to reach out if you are interested in working with us and becoming a client. Each client holds great value for us and we in turn, plan to deliver value to you. By providing peace of mind through planning, customer-centric values and detail-oriented tax preparation we always endeavor to create an “above and beyond” experience.
I look forward to 2023 and the opportunity to serve you.
Happiest of Holidays from Clarity!
-Kathryn Minasian, CEO