Clarity Point Financial Planning, LLC
I'm Jackie Walsh, a fee-only financial planner, CPA, CFP®, and mom of three boys, I help families bring structure and confidence to their financial lives with clear judgement-free guidance that turns uncertainty into direction. I offer comprehensive financial planning, investment management, college planning, retirement planning and tax planning on a flat fee monthly membership. Also, I'm part of a network of independent financial planning and management firms, you get the personal attention of a boutique practice with the support of shared compliance, technology and investment resources.
I have an office in Marshfield, MA and can offer virtual financial planning services to clients nationwide.
Click here to schedule a clarity call today.
Check out my website and find me on LinkedIn, Facebook and Instagram.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.