Financial Clarity Profile™

Service Description

When life gets complicated, it’s not just care that becomes overwhelming — it’s the bills, accounts, and paperwork too. The Financial Clarity Profile™ is a complimentary 30 minute assessment that gives you a snapshot of your financial organization. What We Review: Bill payment systems — are they on time and reliable? Account oversight — are bank, credit, and insurance accounts tracked clearly? Budgeting — is monthly cash flow under control? Recordkeeping — are tax, legal, and medical documents easy to access? Professional coordination — are the CPA, attorney, and fiduciary aligned? What You’ll Get: A clear picture of what’s working and what’s at risk. 2–3 quick recommendations you can act on immediately. Peace of mind knowing where to focus next. 📞 Ready to simplify your financial life? Schedule your free Sterwyn Clarity Profile™ consultation today. 📍 Serving Tucson, Marana, Oro Valley, Green Valley, Sahuarita & statewide 🌐 www.SterwynFinancial.com ☎ 520.724.1411 | ✉️ LMiller@SterwynFinancial.com Continue to Be Excellent.