ClearVista Financial Launches with Spend Life Well™: The New Approach for Financial Planning and Investment

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ClearVista Financial is a team of financial coaches and investment advisors focused on empowering individuals and families to take control of their financial well-being. ClearVista Financial is the brainchild of Mark Trice, a successful business and financial executive, who created the Spend Life Well approach, combining economic principles to financial planning and investing in order to help clients live financially balanced lives.

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There's a reason so many people have trouble finding a good financial balance - it's hard. It requires good choices today, smart planning for tomorrow, and wise investing over the long term

ClearVista Financial, LLC says, "stop the financial rollercoaster, our clients want to get off." Through the Spend Life Well™ approach, created by ClearVista Financial, Central Texans can take advantage of a new approach to financial planning and investment. The Spend Life Well approach helps clients plan for a "smooth" financial life that not only takes into account the big things in life - retirement, college, new home - but all of the in-between moments which are equally important but often left untouched in traditional planning models.

"The financial industry is broken, a point that has become crystal clear to most over the last year," says Mark Trice, CEO and Founder of ClearVista Financial. "Our Spend Life Well approach helps clients think differently about their financial health, provides the tools to live a financially balanced life and gets them out of the broken system where market and economic volatility can have a dramatic impact."

The Spend Life Well approach starts with ClearInsight, which focuses on the basics of helping clients understand the complexity of their current spending, credit management and savings patterns. In this phase, ClearVista Financial looks for ways to help clients realize more current income to either spend for the needs of today or invest for the future.

ClearPlan, the second phase of the Spend Life Well approach, involves deep planning and financial analysis to identify the important areas of clients' financial goals then develops individualized plans for smoothing out spending over the course of a lifetime rather than have clients experience major disruptions in their spending ability. Economists call it consumption smoothing, in the Spend Life Well approach, we believe it is just common sense.

ClearResults is the final step of the Spend Life Well approach focusing on savings and investments that are used to help meet clients newly identified and refined goals. The ClearVista Financial proprietary strategic asset allocation approach is designed to protect clients money not expose it to unnecessary risk unlike the traditional buy-and-hold approach.

"There's a reason so many people have trouble finding a good financial balance - it's hard. It requires good choices today, smart planning for tomorrow, and wise investing over the long term," says Trice. "Most advisors don't look at the lifelong balance, and therefore some people spend too much today, limiting their ability to live well tomorrow, while others actually save too much today, sacrificing things that are important in hopes of building a nest egg that is big enough. At ClearVista, we are committed to helping our clients achieve financial balance so that they can live well today and tomorrow and all the years in between."

About ClearVista Financial

ClearVista Financial is a team of financial coaches and investment advisors focused on empowering individuals and families to take control of their financial well-being. In doing so, ClearVista Financial has created the Spend Life Well™ approach, a new approach that utilizes a three-step method to create a balanced and independent way of managing personal finances and building wealth for the future.

ClearVista Financial was founded in 2009 by Mark Trice, a successful executive, business advisor and personal finance consultant. As a finance lecturer and researcher at George Mason University, Trice discovered that proven economic principles, when applied to financial planning, could help create financial targets and plans that are achievable, sustainable and support the goal of a balanced life. The result was the Spend Life Well approach and ClearVista Financial's unique economics approach to financial planning and investing. Mark Trice is an Investment Advisor Representative with securities and investment advisory services offered through Transamerica Financial Advisors, Inc. Member FINRA, SIPC and registered investment advisor.

LD34049-09/09

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