Financial Clarity by Design

Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals. 

Financial advice is easy to come by, but finding sound financial advice from an independent advisor is a more difficult task. Not all those who offer financial advice are independent. The financial landscape is changing and now, more than ever, we believe independence should be first on anyone’s list when looking to establish a relationship with a financial professional. 

Our mission is to inform our clients how to help build and preserve their wealth and to lead them down the path to obtaining their financial goals and dreams by utilizing a holistic planning process. 

Legacy Footprint was created with the goal of helping you get organized. We discovered that organizing important documents was a perpetual item on many people's To Do list. Our team has developed a complete filing system for all of your important documents.

• Our filing system is designed for a trusted person to pick up the Legacy Footprint File and know exactly what to do in the event of an emergency. 

• The system begins with an overview section that includes a Bill Pay Footprint and an Estate Footprint. Both are designed to capture critical information in an easy to read format. 

• Following the overview are the six remaining categories, each color coded with sub folders for easily locating documents relating to various segments of one's financial and legal affairs. 

• Everything organized in one place for easy access and peace of mind.  

Legacy Footprint is one unique brand of Clarity by Design. The Legacy Footprint brand provides a file and storage system for important information, documents, and contacts, as well as a place to record sentiments and wishes for family and loved ones.

Chronicling her experiences in two decades as a financial advisor and owner of Financial Clarity by Design, in Spencer, Wisconsin, Juli McNeely was the first female past president of the prestigious NAIFA (National Association of Insurance and Financial Investors) organization, a position to which she was elected in 2014. 

Written in her candid, incisive, no-holds-barred style, No Necktie Needed: A Woman’s Guide to Success in Financial Services makes the industry accessible to women in search of a strong work-life balance and who seek to define and measure success by their own standards.