- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Arlington, VA 22209
Claire Emory is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
After a varied and interesting career with the US Government, including a stint with a bank regulatory agency, Claire decided to take some time off to travel, write a novel, and refocus her career in a way that serves individual more directly. As a champion of holistic financial decision making and financial planning since 2004 who believes in putting the client’s needs first, Claire has found her niche as a Fee-Only financial planner and advisor. She is also part of an elite group of Chartered Financial Analysts certified by the CFA Institute who also take an all-inclusive Fee-Only approach to services. Establishing Clarity Financial Planning, LLC to serve clients in DC, Maryland, and Virginia was the next logical step.
Claire Emory’s Professional Credentials
Claire is a Fee-Only financial planner and advisor who is a Certified Financial Planner, an elite Chartered Financial Analyst , and a Registered Investment Advisor in Virginia who also holds a Master’s in Business Administration (MBA) from Boston University.
She is a member of the highly respected Fee-Only holistic financial advisor network, Alliance of Cambridge Advisors, and is a registered Fee-Only advisor with the National Association of Personal Financial Advisors.
Prior to becoming a financial planner, Claire worked for the Office of the Comptroller of the Currency and the US Department of Agriculture in Washington DC.
Claire is a long-time Board Member of the Women’s National Book Association, Washington DC Chapter, serving as Treasurer for many years and currently serving as Secretary.
She is also an active member of the CFA Society of Washington, DC, serving on the program committee and writing abstracts for the CFA Digest. Claire belongs to the Financial Planning Association, volunteers with The Reading Connection, and enjoys being the “camping mom” for a local Girl Scout troop.