No matter your stage in life, we are here to help give you realistic guidance to manage your finances and help you clarify your investment and insurance needs.
We help you build a clear picture of your current financial situation so we can clearly see where we are today.
Everyone’s situation is different. Once we have a clear picture of where we are today, we need to paint a clear picture of what you want to achieve.
We will help you create a plan to implement so that you can achieve your financial goals. This will give you easy steps to implement on day to day, so you can thrive year to year.
Providing you with help and tips to manage your money in a clear and intentional way.
Podcast
In this episode of The Clear Money Mindset, Ben Davies cuts through the noise of market hype, prediction videos, and investment fads to bring you timeless financial principles that have stood the test of time. You’ll learn: Why starting to save early (even small amounts) is a game-changer How diversification protects not just your money, […]
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In this episode, Ben Davies is joined by Alyssa Ismail from Century 21, Sebastian Schmoranz of MSSH Lawyers, and Rob & Sandra Zanet of Indi Mortgages. They dive into the current real estate market in the Windsor/Essex area, discussing house prices, bidding wars, mortgage rates, and more. Whether you’re buying or selling a home, tune […]
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Ashley Harmon, an estate and power of attorney lawyer at Hogarth Hermiston Severs LLP, continues her insightful discussion with Ben. Ashley’s experience navigating the complexities of trusts and estate planning brings a wealth of knowledge—covering both the successes and pitfalls she’s encountered in her practice. In this deep dive, she explores common estate planning issues, […]
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It’s a new year—a fresh start to improve ourselves and deepen our understanding of finances, including topics we might shy away from, like legacy and estate planning. In this first podcast of 2025, Ben is thrilled to welcome back Ashley Harmon, a Lawyer specializing in estates. Ashley will explain why having a solid estate plan […]
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