Clarity Financial Design

Financial Planning for the LGBTQ+ Community The LGBTQ+ community faces unique challenges when it comes to financial planning. A specialist financial advisor can help.

Financial Planning For Women By Life Stage And The Advisors Who Serve Them Learn about financial planning for women at each stage of life and get to know the financial advisors who specialize in serving women.

Giving to others can lead to substantial financial advantages beyond the intrinsic satisfaction it provides. Learn how you can make a positive impact on the world while simultaneously improving your own financial well-being in the latest article on our blog:

The Financial Benefits of Generosity Generosity, a quality often associated with warmth, goodwill, and kindness, may not be the first thought that springs to mind when discussing personal finances. Nevertheless, the act of giving to others can lead to substantial financial advantages beyond the intrinsic satisfaction it provides. Let's...

Introducing two new incredible female entrepreneurs!

*Lila, my younger daughter, the CEO: dreams big (wants to earn money to buy a unicorn and/or a TV). Doesn't let her imperfect knowledge of letter formation stop her from advertising her product boldly!

*Willow, my older daughter, the CCO: concerned about customer experience and protecting her brand. Her sign says "Walk with your limeade" so no one spills 🤣 Wants to save all of the money she earns.

After an afternoon of working hard in the hot Florida sun, these girls earned an incredible $51! They learned:

*It takes a lot of work before you can even OPEN a business
*Don't give up if things start slowly
*Always remember to thank your customers!

The most rewarding part (for me!) was hearing their reactions:
*W: "I love having a business!"
*L: "Working is so fun!"

I work with many female entrepreneurs and can say that these reactions sum up some of the best parts of having your own business. While there can certainly be struggles and challenges, the reward of TRULY ENJOYING your work can be life-changing.

Clarity Financial Design is proud to focus on helping women with all elements of their financial life, so it was a natural fit to partner with Sarasota Magazine's "Women of Influence" feature!

"Melissa’s mission in everything she does is to make a positive difference in the lives of the people she serves. As a financial advisor, Melissa specializes in a modern, relationship-focused approach to financial planning and wealth management where clients are treated as more than just their financial assets—they’ll find a financial home for their whole self."

Read our full profile here:

Melissa Walsh Melissa’s mission in everything she does is to make a positive difference in the lives of the people she serves.

We are thrilled to be featured on Sylwia Ok Photography's SRQ Business Spotlight this week! Check out the full article here: https://www.sylwiaok.com/srq-business-spotlightclarity-financial-design/

We love to help people make the exciting transition to retirement! Thanks for including us on this list, Wealthtender⛵️☀️🌴

Should You Hire a Retirement Financial Advisor? Are you nearing retirement and considering hiring a financial advisor? Get answers to learn if a retirement advisor is right for you.

We are thrilled to share that Melissa Walsh has been selected by Investment News as one of the industry's "40 under 40" honorees! Read her thoughts here:

Melissa Walsh Selected as "40 Under 40" Honoree by Investment News Hi everyone! Melissa here. I am thrilled to share that I have been selected by Investment News as a 40 Under 40 honoree! Congratulations to all the 2023 honorees listed here. I remember first seeing this list when I started my career as an advisor, and feeling intimidated by the amazing people inclu...

Financial Planning for Business Executives As a business executive, you have a lot on your plate. You likely juggle multiple responsibilities at once and work long hours, day in and day out. While

So pleased to be featured on Wealthtender for our focus on serving women!

Financial Planning for Women by Life Stage Learn about financial planning for women at each stage of life and get to know the financial advisors who specialize in serving women.