Clarity Financial Design

01/10/2025

The LGBTQ+ community faces unique challenges when it comes to financial planning. A specialist financial advisor can help.

08/01/2024

Learn about financial planning for women at each stage of life and get to know the financial advisors who specialize in serving women.

11/08/2023

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:

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...

08/16/2023

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.

07/24/2023

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

07/13/2023

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/

06/15/2023

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

Are you nearing retirement and considering hiring a financial advisor? Get answers to learn if a retirement advisor is right for you.

06/12/2023

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:

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...

05/18/2023

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

04/20/2023

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

Learn about financial planning for women at each stage of life and get to know the financial advisors who specialize in serving women.

03/30/2023

As we celebrate Women’s History Month and focus on both the progress that women have already made and the progress that we have yet to make, financial well-being stands out as an area for engagement. According to Ellevest, 59% of women stress about money one or more times per week, and 43% of women actively worry about money at least once a day.

Check out our latest article, "Seven Ways to Gain Financial Clarity" for engaging ways to improve your financial well-being.

As we celebrate Women’s History Month and focus on both the progress that women have already made and the progress that we have yet to make, financial well-being stands out as an area for engagement. According to Ellevest, 59% of women stress about money one or more times per week, and 43% of wome...

03/08/2023

This International Women's Day, I'm channeling one of my all-time heroes, Justice Ruth Bader Ginsberg. She said, "Women belong in all places where decisions are being made." This is true in many aspects of our professional and personal lives, and it is my mission to be sure that women are informed, knowledgeable, and confident about their money decisions.

Being "in the room" financially is about more than just saving the right amount to your 401(k) or having the right investments (although these things are certainly important!). It is about having the freedom to design your own life, pursue your own passions, and walk your path with clarity and confidence.

As I say to my clients regularly, that's what good financial planning is all about and that's why I'm here!

Happy International Women's Day, friends.