Client Experience

Financial planning is not just about your future, it's about your present as well.

We want to make that present experience as comfortable, confident, and successful as possible. Our focus on the needs and goals of our clients in combination with our deep experience, adaptive use of technology, and an innovative investment process help us create better outcomes and happier clients.

Our Client Process

A TAILORED APPROACH

At Claro we believe in providing you with a world-class experience. That’s why we have a tailored process each step of the way, from discovery and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, we take the time to truly understand your needs through active listening. You will hear from your investment team directly and often. And we treat your assets as if they were our own.

Your experience matters most which is why we’ve constructed a four-step approach to help you understand where we are at each phase of the process.

UNDERSTANDING YOU

The relationship begins with a discovery meeting. This helps us get to know you, your family, and your business. We want to hear your story and learn to appreciate how you got to where you are. We’ll ask lots of questions and gather data from you that enables us to better add value to your specific situation.

CREATING A PLAN

Your goals are what drives our investing. Once we have a clear understanding of your goals and needs we’ll formulate a strategy that meets your investment objectives. But our role goes far beyond that. Whether it’s helping you establish good governance practices, working to develop estate and tax panning needs, or managing concentrated risks, our team is dedicated to helping you understand the plan at a level you can comprehend.

IMPLEMENTING THE PLAN

Once we’ve outlined the roadmap we begin the implementation process. Our job is to help you carry out the customized strategy from big picture right down to every detail. We’ll guide you each step of the way to ensure your objectives are being met.

MONITORING THE PLAN

Even after a carefully implemented plan is adopted and executed, we recognize that markets and environments change. It’s our focus to ensure that you know how those changes impact you and adapt your plan as necessary. With constant monitoring you can rest assured that we are always looking out for your best interests.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your financial goals and see if our services are right for you.

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Phone/EFax (800) 604-2838

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. 

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