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A Modern, Woman-Focused Approach to Financial Planning

Oct 19, 2021

Clarity Financial Design is a new financial planning firm specializing in helping women dream big, plan carefully, and stay focused on their financial purpose.


WINTER PARK, Fla., Oct. 19, 2021 /PRNewswire/ -- Clarity Financial Design, a new fee-only, fiduciary, comprehensive financial planning and investment firm founded by Melissa Walsh, CFA, CFP®, AIF is open for business. Clarity Financial Design focuses on helping women dream big, plan carefully, and stay focused on their financial purpose so that they can walk their path with clarity. Melissa Walsh, Founder and President of Clarity Financial Design

Specializing in a modern relationship-focused approach to financial planning, Clarity Financial Design uses a Designing Your Financial Future process to help women visualize, define, and advance toward their financial goals.

"I am delighted to launch my own comprehensive financial planning firm. Helping women plan and prepare for their financial future is my passion, and I will be able to help more women through the launch of my new firm. At Clarity Financial Design, our approach is as unique as each client's story, and we work within a uniquely designed framework to help our clients worry less and live more. Here at Clarity Financial Design, our clients are more than just their financial assets: they will find a financial home for their whole self. " said Melissa Walsh.

Melissa Walsh, CFA, CFP®, AIF, founded Clarity Financial Design after a career in the independent financial advisor field. Melissa is among a small percentage of financial advisors who have earned the gold standard of financial services designations such as the Chartered Financial Analyst (CFA) designation in 2012, the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018, and the Accredited Investment Fiduciary (AIF) designation in 2019.





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Clarity Financial Design is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 407-494-0593 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CFD with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.clarityfinancialdesign.com.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

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