Our story

Our team left to right: Sarah Roos, Heidi Haugen, Paul Cantrell, Erica Cantrell, Denise Cantrell, and Jake Woodbrey.
Navigate complex financial decisions with confidence and greater clarity

No one wants to feel stressed and have uncertainty when it comes to their finances. There are so many elements that go into having a strong, comprehensive financial plan that it can feel overwhelming or even paralyzing at times.

Many of our clients came to us with questions like:

  • Will I run out of money?
  • What impact will the market have on my plan?
  • What if I have a future health issue or need long-term care?
  • What account do I draw money from during retirement?
  • Is it too late to start planning?

And they're not alone. These questions and feelings are common when trying to get finances "right." That’s why we created Clarity Financial Planning Group. This isn’t something anyone should do alone.

We exist to help you and your loved ones in finding your clear path forward.

We understand what you’re going through and have helped others in moving forward in their financial journey with confidence and greater clarity. We focus on helping our clients in a variety of ways, whether it be wealth management, dedicated planning, solutions-based strategies, or a combination. We education and equip you to make informed decisions and answer the question "What do I do next?"

We started out as a family business and have grown into something greater. Based in Idaho with strong roots in California, we've assembled a team across the country of specialists to give the best advice possible. Our commitment to growth and excellence has led us to find the right people and continue to expand our professional capacity through numerous high-level designations and specialized training.

We want to come alongside you and partner together in creating a plan that you'll want to stick with. One that gives you peace of mind for both the short and long term.

We lead with advice so that you don't feel pressured in making any decisions and can understand how the pieces of your financial path work together to get you to where you want to go.

We're in this journey with you, dedicated to making sure you and your future generations feel financially secure.

Next Step: Call or email us today! Denise or Sarah will get you scheduled with one of our lead advisors.

Team Values

Growth | Excellence | Education | Teamwork | Helping Others