About

Built for advisors who want more than generic training.

The ClearFP® Advisor Program™ is a private advisor education platform designed to help financial professionals think more clearly, communicate more effectively, and build stronger practices with greater intention.

in estimated U.S. industry-wide
fee-based advisory revenue in 2024

$ 0 B

Source: McKinsey, “The looming advisor shortage in US wealth management,” February 2025.

of investors sought more
holistic advice in 2023

0 %

Source: McKinsey Affluent and High-Net-Worth Consumer Survey, cited by McKinsey, February 2025.

advisors expected to retire
over the next decade

0 K+

Source: Cerulli, U.S. Advisor Metrics 2024.

Is your practice outgrowing its framework?

As advisors grow, the work becomes more complex. The client conversations become more important. The decisions carry more weight. The team, the message, the process, and the overall client experience all start to matter in a bigger way.

THE PROBLEM

WORK FEELS SCATTERED

Many advisors are doing a lot to grow — serving clients, learning, testing ideas, exploring new opportunities, and looking for better ways to move the practice forward.

THE ADVICE IS EVERYWHERE

The industry offers no shortage of ideas on how to grow. The challenge is knowing which ones belong together and which ones only add more noise.

CLARITY STARTS TO SLIP

When the practice grows, it becomes easier for the message, the standards, and the client experience to feel less clear than they should.

That's why we created this program.

For serious advisors, clarity becomes part of how the practice is built, led, and experienced by clients.

HOW DO WE DO THIS?

The ClearFP® Advisor Program™ is built around the core elements that shape a stronger advisory practice.

Advisors work through the language, structure, and decisions that influence how a practice is positioned, how value is communicated, how trust is built, and how the client experience is delivered.

This includes the questions that often sit underneath the surface of the business:

Who are we best built to serve?
What do we want clients to understand before they ever meet with us?
How do we explain our value in a way that feels clear, natural, and credible?
What standards should guide our client conversations?
Where is our current process creating confidence, and where is it creating friction?

HOW CAN YOU START?

Three simple steps.

The ClearFP® Advisor Program™ begins with a close look at the practice you are building today, then moves into the language, structure, and decisions that help shape a more intentional future.

Getting Started

Let's start by getting acquainted with one another, you can call us to schedule an appointment or simply walk-in

The Clarity Session

Together, we identify what needs stronger structure. Who you are best built to serve, how you communicate value, where trust is being created, and where your current process may be creating friction.

The Advisor Program Term

You begin working through the ClearFP frameworks, language, questions, and practical decisions designed to help you build with more clarity, more structure, and more intention.

No upsells. Clear price.

Start with the call, commit when you’re ready.

ENROLLMENT FEE

$5000

+ $199/month

I have spent more than 25 years in the advisory business, building Clear Financial Partners® through client meetings, market cycles, team growth, operational decisions, communication challenges, and the ongoing responsibility of earning trust.

Tim Clairmont MSFS™ | LACP™
Wealth Advisor | CEO & Founder

FINANCIAL COACH

We see what matters.

There’s no secret formula. What clients feel on the surface is often the result of what an advisor has built behind the scenes — the clarity, structure, and discipline that support the practice over time.