Our Exclusive Process

At its core, Clariata is a mindset – one geared towards action and engagement.

What you interact with, what actually drives the life-changing results Clariata users experience, is our unique blend of tools, technology, and trade secrets.

Clariata has three main points of interaction that help connect the present to the past so incredible futures can be built.

Proprietary Tools & Engaging Outputs

Clariata gives you access to scores of customized tools – like the customized DreamScene™ that pulls all the pieces together creating a complete guide for your ongoing use.

The methods, solutions, and results users can access inside the Clariata environment are not usually accessible to individuals and can’t be accessed in any other single solution.

Best of all, it’s dynamic. Any time anything changes, a few clicks will update everything. Just as a GPS system makes adjustments based on your every move, Clariata is designed to drive dynamic and conflict-free decision making.

30 Years of Wisdom & Experience At Your Fingertips

Once you log in, you receive unlimited access to Clariata’s groundbreaking, cloud-based HIAI (human-informed, advanced intelligence) system.

It’s everything you need to know, in one place, and accessible in an instant.

Pre-loaded with more than 32 curated topics, family tree generator, timeline illustrator, multi-step strategic planning configurator and much more. It’s all you need to better connect your resources to your desired results. [ADD Schedule a demo. link]

A Team of NEXTperts™ To Accelerate Your Success

Clariata Experts (or resource library/knowledge base?), or as we like to call them NEXTperts, stand at the ready to help you succeed.

These are financially savvy professionals like wealth advisors and attorneys who have mastered the Clariata process and have a proven track record of success. Their mission, like ours, is to help people live happier, more fulfilling lives.

If you want different results, you must take different actions. Clariata is designed different to help you achieve different.

Our
Story

intro

Introducing Clariata for Advisors

Learn how Clariata's dynamic resource guidance system helps advisors work with their clients to use what they have to get more of what they want.

discover

Stage One: Discover

This stage is about learning what drives and motivates each family member and the events and experiences that helped shape and form who they are today. It's also about defining the values and beliefs the family has learned and embraced from these experiences.

dream

Stage Two: Dream

The advisor and family use the tools and methods in this stage to define what a fulfilling and meaningful life means to them today and into the future. What do family members like to do individually and collectively? How does the family want to make a difference in the lives of people they care about? What family values do they want to pass on to others as a means of helping them find their own path to success?

design

Stage Three: Design

How will the family achieve their priorities? What needs to be done to make their dreams real? This stage is where the family states clearly what needs to be done to pursue what's most important to them. Priority action items are defined and agreed upon and then goals are set.

deliver

Stage Four: Deliver

Alignment is created and action is driven through personalized, proactive, and priorities-driven plans. Milestones for each action step are established to measure progress. Everything is transparent, which makes accountability easy.

destiny

Stage Five: Destiny

This final stage is where generational wealth is locked in. The family works with their advisors to define how their family capital will be a resource for future generations. The Clariata system also provides the family and their advisors with proven tools and tactics for driving family connection and engagement up to five generations into the future.