1. Request a meeting. Email ghahn@claritasfs.com.

  2. Sit down and discuss your long-term, mid-term and short-term financial goals.

  3. Write-out a financial plan and accomplish those goals.

“I contacted Gabriel with an immediate need for clarity and direction in my finances. My books were in chaos, I needed a long-term financial plan, and the investors were getting restless. Through Gabriel’s diligent work and big-picture perspective I was able to put my finances in order and confidently approach investors with a big picture plan, which inspired confidence and led to long-term success for the growing business. Thanks, Claritas!”

-Dave, CEO & Co-founder of Colorado’s largest virtual restaurant