CORE VALUES
At Clear Creek Advisors, our sole focus is YOU.
Fiduciary
We serve as a fiduciary at all times and for all aspects of our relationship. Although our recommendations need to be suitable for your situation, we are held to a higher standard and must always act in your best interests.
Commitment
We diligently serve as your comprehensive financial planner with clearly defined responsibilities.
Organization
We will help bring order and simplification to your financial life.
Objectivity
We bring an independent perspective to help avoid emotionally driven financial decisions.
Partnership
We work collectively with you, not just for you.
Transparency
We always provide clarity regarding our costs and are typically not compensated by commissions but instead charge a fee for our services. We strive to remove any conflicts of interest and provide the best advice possible, regardless of compensation.
Independence
We are not owned by any other entity and seek to implement the best possible solutions for our clients.
Accountability
We will help you follow through on your financial plan, decisions, and commitments.
Proactivity
We help you anticipate and prepare for the evolution of your financial plan, including unanticipated transitions.
Education
We are responsible for finding the strategies and insight you need to help your financial plan succeed.
