Claire Emory (CFA®, CFP®, MA, MBA)

Claire Emory focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Clarity Financial Planning offers objective, personalized, fee-only comprehensive planning on an annual retainer basis that covers all aspects of a client's financial life:  portfolio analysis, asset allocation, cash flow, insurance review, retirement planning, taxes, investment strategy and management.  My goal is to work together with you to help you achieve your goals and better understand your own unique financial situation.
 
Because life is always changing, the relationship is ongoing, evolving as your life evolves. The open retainer approach provides you with a series of initial appointments and open access whenever you have a question or issue arise.

Additional Information

Claire Emory, the principal of Clarity Financial Planning, holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, as well as having earned a Master's of Business Administration in Finance from Boston University.  After a varied and interesting career with the federal government, including a stint at the Office of the Comptroller of the Currency, primary regulator of national banks, she became interested in personal financial planning, studied at Georgetown University, and began offering hourly financial counseling on a part-time basis in 2005.  She founded Clarity Financial Planning in 2010 in order to offer a more integrated, comprehensive approach to helping individuals get the most out of their money.

NAPFA Start Date

May 12, 2009

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This Office

4601 Fairfax Dr Ste 1200 Arlington, VA 22203-1559 Phone: (703) 465-5116