Clearstream Planning, LLC is a financial planning firm serving the Lehigh Valley area of Pennsylvania. It offers flat-fee planning services designed to provide clients with greater simplicity and clarity, whether they need help with a specific financial question or a comprehensive plan for longer-term goals. Project-based services include college funding and financial planning, Medicare planning, and assistance with matters such as a 401(k) rollover. For clients seeking broader support, Clearstream develops financial plans based on their goals and values and can help with implementation, monitoring, and ongoing guidance.

The firm tailors the scope of its work to each client, from a few hours of advice to more extensive support. Clearstream provides recommendations on investment planning but does not manage investments. Clients may implement recommendations themselves or work with a separate investment advisor for investment management. Clearstream Planning is a registered investment advisor offering advisory services in Pennsylvania and other jurisdictions where exempt. The firm invites prospective clients to schedule a call to discuss their needs.