You're Making Good Money So Why Does It Feel So Overwhelming?
You’ve worked hard to build your career and income but it can still feel overwhelming to balance cash flow, taxes, debt, and planning for the future.
Maybe you’re navigating student loans, handling practice-related expenses, or trying to understand how much you should be saving for retirement. Or perhaps tax season leaves you wondering whether there are strategies you haven’t explored.
Many medical professionals seek support not for “more products,” but for guidance that helps them feel informed and organized.
A Financial Plan Built Around Your Life and Values
I’m Jake Murphy, founder of TrueClarity Wealth. About four years ago, I noticed something that shaped the way I approach planning: many people seek clarity first. They want help understanding their financial picture before making decisions about specific strategies or solutions.
We begin by learning what you’re working toward. Together, we review your cash flow, priorities, and goals to develop a planning framework that reflects your circumstances and values. The process is collaborative and designed to help you make informed choices with confidence.
Over the years, I’ve supported pre-retirees as they evaluated timelines and built plans to navigate retirement. I’ve worked with couples exploring strategies to help them manage debt more intentionally. I’ve also helped business owners think through ways to structure their finances as they grow.
My role isn’t just to provide recommendations. It’s to serve as a planning partner, helping you stay organized, reviewing progress, and adjusting strategies as life evolves, so your plan continues to align with the future you envision.
Every Dollar Has a Job
Most people tell us they have no idea where their money goes each month. We fix that. Together, we'll map out your cash flow and give every dollar a specific purpose. Whether it's paying down debt, funding retirement, or just spending guilt-free on the things you love. When you know your money is working for you, the stress melts away.
Protection Before Growth
What happens if you can't work? If the main earner passes away? If healthcare costs eat into your retirement? We address the "what ifs" first so your financial plan doesn't collapse when life happens. Growing your wealth matters, but protecting it matters more.
Tax-Efficient Wealth Accumulation
Our planning process looks beyond investments alone, focusing on how to grow and preserve your wealth through intentional, tax-smart decisions year after year. We build proactive strategies designed to make your income, savings, and investments work together, not in isolation.
Fee-Based Financial Planning
Investment Advisory Services
Retirement Planning
Insurance Protection & Risk Management
Estate Planning
Business Services
Calculators
You can review interesting calculators on my site.
Contact Us
Please feel free to contact us with any questions.
Videos
We have interesting videos for you to watch on my site.
- 1
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
- 1
- 2