Melissa Walsh, CFP®, CFA Clarity Financial Design

About Melissa Walsh, CFP®, CFA, AIF

Hello there, I’m Melissa!

My mission in everything I do is to make a positive difference in the lives of the people I serve. I aim to enthusiastically help my clients to achieve their goals and to be a trusted partner every step of the way.

I see each day as a new opportunity to enhance the lives of those I serve- my clients, my family, and my community. This intrinsic feel for what’s truly important in life helps to fuel my drive for the work I do both here at Clarity Financial Design and beyond.

I am most satisfied in life by finding injustices and righting them. I think this is why a career in finance initially appealed to me; the industry has widespread and systemic problems related to conflicts of interest, gender inequality, and lack of transparency. I’ve made a commitment to improving our industry as well as our clients’ individual lives by providing fiduciary, fee-only, transparent advice.

Today, my path is working with my clients to help them find financial clarity. I seek to listen, understand, and thoughtfully consider each client’s unique story in order to help her plan for the next step on her path. My goal is to build life-long relationships with my clients as their trusted financial partner.

When I’m not at work, I enjoy volunteering in my community. I’ve made a commitment to spend 10% of my time supporting organizations that are meaningfully impacting the well-being of local girls, women, and families.

I am married to my husband, Steve, and am the mother of two smart, brave, and determined daughters. Willow is 4 and enjoys swimming, dancing, and practicing her detective skills. Lila is 3 and loves to sing, dance, and pretend to be a teacher. My hobbies are running, cooking, and reading, and I pursue these hobbies during this season of life by running after my daughters, cooking for my family and friends, and reading up on all things financial. On a typical Saturday, you’ll find me out at the beach, farmer’s market, or cheering on the Michigan Wolverines (Go Blue!).

I look forward to learning your story and helping you plan for your next step.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Women in Transition
  • Women Professionals
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Flat Fee: $2500+/engagement
  • Assets Under Management: 1.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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