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Our Expertise

Fee-only fiduciary advice.

Financially Indepedent Woman

Helping you prepare for retirement

Design and implement your retirement plan.

Your next step is as unique as you are. We design and implement a customized retirement plan that tells you when you can retire, how much you can spend in retirement, and whether there are any areas of your finances that need to be updated upon your retirement.

Supporting you during a transition

Partner with a financial expert to plan your next step.

Do you need a guide to accompany you through your transition? Whether you are contemplating divorce, going through the divorce process, or are recently widowed, we are here to support you and to help you envision and engage in your next steps.

Woman in a life transition
Female entrepreneur

Partnering with entrepreneurs

Establish, grow, and sell your business with confidence.

We support female entrepreneurs with the attention, guidance, and insight that we'd want ourselves- after all, we're on this journey too! From legal structures to tax planning, we will be a trusted partner as you walk the business-owner path.

Our Fees

We are a fee-only firm: the only person who pays us is you.

Our compensation is based solely on the advice we provide. We will never sell you a product other than holistic financial planning, nor will we take a commission or a referral fee from any other professional. Our commitment is to serve as a fiduciary, meaning we work on behalf of your interests only. We are committed to providing objective, unbiased advice at all times.

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We charge an asset-based fee, planning fee, or an annual subscription fee, based on your needs and the complexity of your situation. We work best with clients who wish to invest more than $750,000.

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407-494-0593

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©2025 by Clarity Financial Design. 

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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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