Kay Dee Cole, CFP®, CeFT® Clarity Wealth Development LLC

About Kay Dee Cole, CFP®, CeFT®, RLP

Clarity Wealth Development came into existence because there had to be a better way to help people invest and come up with a financial plan based on their goals. I had been working from the broker side of the business where selling product was first and advising came second. When I was finalizing a name for my company my father was suffering from Alzheimer’s disease. I chose the name Clarity because having clarity is the key to making sound decisions. The last part of the name, Wealth Development, is because I not only want to help people manage money but also build wealth.

Our mission is to help you navigate the financial planning process. You need basic knowledge and confidence. And you need an advisor willing to listen to you. We treat you with respect and dignity and supply you with timely information and education in helping you develop a solid strategy. Once we know your goals, then we help you implement a financial plan you can have confidence in. When you clearly know where you are going and how to get there, you are more likely to achieve your goals.

Growing up as a farmer’s daughter just south of Corvallis, Oregon I learned the value of hard work and perseverance. I attended school in Corvallis and graduated from Oregon State University in the School of Agriculture with a Natural Resources Economics Degree with minors in business and statistics. After college I worked for the U.S. Department of Agriculture as a statistician in California and Colorado. In 1996 my husband and I returned to Corvallis to help with the family farm. In 2000, my entrepreneurial spirit helped me realize my dream of owning my own retail business, as a florist.

My background and experience in running that retail business and being involved with the sale of our family’s business gives me a unique perspective in family-owned businesses. I also realized that running a retail business was not my dream job. With the help of my financial advisor, I decided financial planning was what I really wanted to do. I started out in a large broker business but decided I wanted to help people plan for life; not just sell investments.

So I took a huge leap of faith and opened Clarity Wealth Development in 2010. I also became a Certified Financial Planner™ in 2012. I knew this was a great way to provide value and it turns out I was right. As a CFP® I have a fiduciary duty to my clients, a higher standard than most advisors. Being a fiduciary means putting my clients interests first at all times.

That courage to go out on my own came in handy when I became a cancer survivor. I understand the complexity of financial planning during a serious illness. In late 2012 I was diagnosed with ovarian cancer, stage IIIB. This was a stressful time for my family, my clients and myself. However, this did give me valuable insight as a financial planner for those unexpected life changing moments.

I am more determined than ever to provide the best service to my clients. I find joy in my family and especially my husband of 25 years. We also have two wonderful dogs, Bailey a yellow Labrador and Bella a Great Pyrenees mix. We enjoy traveling together and being active in our local community.

 

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Divorced Women
  • Inherited Wealth
  • Widow/Widower

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300/mo
  • Flat Fee: $4800+/engagement
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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