Proven framework
for deep, meaningful conversations

Traditional financial planning focuses on numbers. Clariata goes deeper by helping advisors guide clients through four key areas of their personal and financial legacy:

Passions – What do they love to do?

Goals – What do they want to accomplish?

Impact – How do they want to make a difference?

Values – How will they impart their wisdom to future generations?

This structured process ensures every client conversation is insightful and meaningful—resulting in a clear roadmap for legacy planning that the advisor and family office professionals can implement.

intro

Clariata's Founder Mark Casella Shares His Proven Process

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

Clariata 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

Clariata 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

Clariata 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.

Proven framework for deep, meaningful conversations