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My Approach
My passion for financial planning is rooted in personal experience. After losing her father at age 10, Claire Walmer witnessed firsthand the financial and emotional challenges her mother faced as a single parent. That experience inspired a commitment to helping individuals and families build financial confidence and prepare for life's uncertainties. I believe financial planning is more than investments. It is about helping people make informed decisions at every stage of life. My approach combines education, personalized guidance, and a comprehensive financial planning process designed to help clients understand their options and move forward with confidence. I work with individuals, families, professionals, business owners, pre-retirees, retirees, widows, widowers, and single parents who are seeking clarity, organization, and direction in their financial lives. I help clients navigate important life transitions and financial decisions, including: Retirement planning Retirement income strategies Investment management Wealth management College savings planning Tax-efficient planning Estate and legacy planning Insurance and risk management Divorce or loss of a spouse Inheritance planning Career changes and job transitions Small business planning As a CFP® professional, I focus on providing objective guidance, helping clients understand complex financial concepts, and creating strategies aligned with their goals, values, and priorities. My goal is to help clients simplify financial decisions, reduce uncertainty, and pursue long-term financial security. Client Demographics: Individuals and families Working professionals Business owners Pre-retirees Retirees Single parents Widows and widowers Women navigating financial decisions independently Multi-generational families Life Events: Retirement Loss of a spouse Becoming a single parent Career transitions Business ownership changes Inheritance or wealth transfer College planning Marriage
The Clients I Serve
Business Owners, Executives, Government & Military, High Earning First Generation, Millennials & GenZ, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Career Changes or Job Loss, Caregiving for Aging Relatives, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Financial planning is personal, and so is our reason for becoming financial professionals. Claire Walmer understands firsthand how important financial security can be. When Claire was 10 years old, her father passed away, leaving her mother to navigate life as a single parent. That experience shaped her appreciation for the importance of thoughtful financial planning, preparation, and having trusted guidance during life's most challenging transitions. Throughout our careers, we have seen friends, family members, and members of our community struggle to find reliable financial advice and a clear path toward their financial goals. We believe everyone deserves access to professional guidance that helps them make informed decisions with confidence. By combining our financial planning expertise with a commitment to education, we help individuals, families, business owners, and retirees understand their options and create strategies for the future. We have built our reputation on explaining complex financial concepts in a straightforward, easy-to-understand manner, empowering clients to make confident financial decisions. Whether you are planning for retirement, managing investments, protecting your family, planning for college expenses, reducing taxes, or creating a legacy for future generations, we are committed to helping you navigate the fast pace of life through a comprehensive financial planning process. As dedicated financial professionals, we are proud to serve our community and help clients pursue financial independence, financial security, and long-term peace of mind.
Disclosures
Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Check the background of your Financial Professional on FINRA’s BrokerCheck: Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Sun Step Financial and JWC/JWCA are unaffiliated entities. Financial Professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Not Insured by FDIC or Any Other Government Agency
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.