"I came in with eleven browser tabs and a shoebox. I left with one spreadsheet, a payment calendar and, for the first time, a month that ends where I expect it to."
Clear
View
Finance
What we do
We help people put their personal finances in order — budgets, cash flow, debts, savings and records, organized into one plan you can actually follow.
ClearView Finance provides financial management consulting and advisory services to individuals only. We do not provide investment advice, portfolio management, brokerage, or asset management services.
Personal finance, documented
8
Service areas
1:1
Every session
48H
Plan turnaround
0
Products sold
What we offer
Services
Eight consulting services for individuals. Fixed prices, written deliverables, no products to buy at the end.
- 01 Financial planning and budgeting $390
- 02 Cash flow management $340
- 03 Financial goal planning $290
- 04 Expense management $260
- 05 Debt management planning $420
- 06 Savings planning $280
- 07 Financial organization $310
- 08 Personal financial analysis $450
Packages
Or work with us on a schedule
Single Session
Starter Review
$149
- 60-minute 1:1 consultation
- Snapshot of your position
- Three priority actions
- Session summary in writing
4-Week Engagement
Full Reset
$1,290
- Everything in Starter Review
- Budget, cash flow & expense plan
- Debt and savings sequencing
- Two follow-up calls
Per Month
Ongoing Guidance
$240
- Monthly 1:1 review call
- Plan updates and adjustments
- Email support between calls
- Cancel any time
Prices are in US dollars and cover consulting time and written deliverables only.
Our method
Every engagement follows the same four stages, so you always know what is being done and what arrives next
01
Intake
A structured conversation about income, obligations, records and what currently feels unmanageable. Nothing is assumed.
Stage 01 / 0402
Analysis
We map your position: cash flow, recurring costs, liabilities and savings capacity, and mark where efficiency is lost.
Stage 02 / 0403
Structure
Budgets, payoff order, savings targets and a payment calendar are drafted into one plan with dates attached.
Stage 03 / 0404
Handover
You receive the written plan, the tracking sheet and a walkthrough call so the system runs without us.
Stage 04 / 04
Our clients
We work with individuals and families, adapting the plan to the life it has to fit
Households rebuilding routine
Two incomes, mixed accounts and no shared view of the month.
People clearing debt
Several balances, competing due dates and no agreed order of attack.
Savers with a deadline
A move, a tuition bill or a career change that needs funding on a date.
Advantages
Three commitments that shape how every plan is written
01
Advice, not products
We are paid for consulting time only. We do not sell investments, manage portfolios or hold your assets.
02
Written or it didn't happen
Every engagement ends with documents you keep: the plan, the calendar, the tracker and the reasoning.
03
Built to be maintained
A plan you cannot run alone is a failed plan. We design for the version of you with no spare hours.
Deliverables
What lands
What lands
on your desk
Consulting is only useful if it leaves something behind. Each engagement produces a set of documents that stay yours, in formats you can edit and reuse long after the last call.
A.
Personal financial position statement
PDF + Spreadsheet
B.
12-month budget model with forecast
Spreadsheet
C.
Cash flow calendar for the next quarter
PDF
D.
Debt inventory with payoff sequence
Spreadsheet
E.
Savings plan with reserve targets
PDF
F.
Expense review and efficiency notes
Written Report
G.
Account, payment and document register
Spreadsheet
H.
Action list with dates and owners
PDF
Timeline
Your first
Your first
30 days
Week 01
Everything on the table
Accounts, balances, obligations and records are gathered into one register. No changes yet — only visibility.
Week 02
The numbers get honest
Income and expenses are analyzed line by line. Recurring costs are separated from discretionary ones and measured against your goals.
Week 03
The plan is drafted
Budget, cash flow calendar, debt order and savings targets are written and stress-tested against a slow month.
Week 04
You take the wheel
Walkthrough call, adjustments, and a maintenance routine that takes under an hour a month to run.
Reviews
In their words
"They never once tried to sell me a product. The entire session was about sequencing what I already owed and owned. That restraint is why I trusted the plan."
"My income arrives in bursts, which every previous budget ignored. ClearView built a cash flow plan around irregular pay and it has survived four months of reality."
"The debt inventory was uncomfortable to read and exactly what I needed. Payoff order, dates, and a reason for each one. Two balances are already closed."
"What impressed me was the handover. They deliberately built a system I can run alone in forty minutes a month instead of making me dependent on them."
"I have receipts going back years and never a structure. Now every account, renewal and document has one place. It sounds small. It changed how I sleep."
FAQ
Questions
If something is not covered here, ask directly — we answer scope questions before any payment is discussed.
No. ClearView Finance provides consulting and advisory services only. We do not provide investment advice, portfolio management, brokerage or asset management services, and we never hold or move client funds.
No. Our services are for individuals and households only. Every plan, document and session is built around personal finances.
By video call or phone, scheduled Monday to Friday, 9:00–18:00 MST. Documents are delivered by email in editable formats.
Approximate income, a list of recurring payments, and any balances you know. If your records are scattered, that is precisely what the organization service is for.
Within 48 hours of the analysis session for single services, and at the end of each stage for the four-week engagement.
Yes. Unstarted services are fully refundable within 14 days. See the Refund Policy for the full terms.
/ Contact — ClearView Finance
Money problems are usually organization problems wearing a disguise
Start with one focused session. We map what you own, what you owe, and what happens next — then hand you a plan you can actually follow.
Phone
+1 (520) 332-5698
Email
info@clear-viewfinance.com
Address
22833 N 120th Ln, Sun City, AZ 85373
Hours
Mon–Fri, 9:00–18:00 MST