Specializing in a modern approach to relationship-based financial planning, Clarity Financial Design uses a Design your financial future process to help women visualize, define and move towards their financial goals.
“I am excited to launch my own comprehensive financial planning practice. Helping women plan and prepare for their financial future is my passion, and I will be able to help more women with the launch of my new practice. At Clarity Financial Design, our approach is as unique as each client’s story, and we work within a framework uniquely designed to help our clients worry less and live more.At Clarity Financial Design, our clients are more than their financial assets: they will find a financial home for their whole person.” said Melissa Walsh.
Melissa WalshCFA, PCP®, AIF, founded Clarity Financial Design after a career in the field of independent financial advisors. Melissa is one of a small percentage of financial advisors who have achieved the gold standard of financial services designations such as the Chartered Financial Analyst (CFA) designation in 2012, the CERTIFIED FINANCIAL PLANNER™ (APC®) in 2018 and Accredited Investment Fiduciary (AIF) designation in 2019.
To learn more about Clarity Financial Design, please visit www.clarityfinancialdesign.com.
About Clarity Financial Design
Financial conception of clarity and Melissa WalshCFA, PCP®, AIF, is a registered investment advisor that provides comprehensive financial planning and investment management services to clients locally and across the country. Clarity Financial Design was founded to work with women who are looking for a trusted advisor to support them on their financial journey. Clarity Financial Design – design your financial future with clarity.
SOURCE Clarity Financial Design