How long does the intake form take?
Most people complete it in 10–15 minutes. It helps to have a recent account statement nearby, but you can estimate. Your report is only as precise as the information you provide — and you can always use the 7-day free refresh to correct anything that was off.
What happens if I make a mistake on my intake?
Every paid report comes with a free 7-day refresh. If you notice something was wrong — a balance that was off, an account you forgot — simply return to the
refresh page within 7 days, enter your email address or order number, and update what changed. A corrected report will be delivered automatically.
How do I get back to my report if I lose the email?
Go to the
refresh page at
app.clarityroadfinancial.com/refresh and enter your email address or order number. We can re-send your report or help you access your renewal from there.
Can I do multiple refreshes?
Each paid report includes one free 7-day refresh. After that window closes, additional updates are available at the $64.99 renewal price — locked in for 24 months from the original purchase date of your first initial report. There's no limit to how many renewals you can do within that window.
How does the renewal process work?
When you're ready to update your report, return to the
refresh page, enter your email, and you'll be guided through the renewal flow. You'll re-enter your current numbers — updated for whatever has changed — and receive a fully fresh report at the half-price renewal rate.
Will I be reminded when my renewal window is closing?
Yes — we'll send you a reminder email as your 24-month renewal window approaches, so you don't miss the locked rate. Your renewal window is always calculated from the original purchase date of your first initial report.