Holistic Financial Planning Training

Clarity 2 Prosperity provides financial planning training programs and proven, turnkey processes to help advisors shift their focus away from selling financial products to providing holistic, best interest advice.

Our financial planning training, coaching and IP development organization is led by financial advisors, coaches and business leaders who are committed to taking a holistic approach to advising.

What Makes Us Different?

We’ve got a book for that!

Do you want to:

• Simplify planning for clients to understand?

• Provide best interest documentation for your planning process?

• Reduce the three biggest dangers in retirement?

Now Available On:

The Bucket Plan Book
Buy on Amazon.com
Buy on Barnes & Noble

What is The Bucket Plan® Best Interest Philosophy?

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Upcoming Training Opportunities

Tax Management Journey


October 4, 2019 | Westlake, Ohio



October 29-30, 2019 | Pittsburgh, PA



December 10-11, 2019 | Tampa, Florida


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We've got processes for all of that... and more!

View Our Proven Processes

Ways To Work With Clarity 2 Prosperity

Offering financial planning, marketing and operations processes and training for a fee—regardless of your RIA, IMO, B/D or other affiliations.

All-Access, Comprehensive Mastermind Collaboration

Fiduciary-Focused Financial Planning Processes

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Ready to get the hands-on training, education and resources needed to improve the lives of American families through holistic financial planning while focusing on your net profitability and work-life balance? Contact us today to learn more about getting started today!

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