Hello! I’m Adrienne and I love helping people use their money to build and live their best life.
I co-founded Clear Insight Wealth Management to help military families make the most of their money to live their best life. Building, growing, and maintaining wealth while serving in the military comes with unique challenges and opportunities. As a military spouse, military mom, military daughter, and military granddaughter, I have experienced first-hand the way military service shapes our lives. I know there is no one-size-fits-all answer to life’s big questions. I invite you to join me in a collaborative, values-focused, financial planning process for your great life!
Whether from PCS-ing more than a dozen times across 6 states and 3 countries or helping a family member navigate military pay and benefits, I have spent a lifetime creating agile financial plans for complex situations. Like many military spouses, I struggled building a career on the go long before virtual positions and working from home were options. My focus on financial planning grew out of my own efforts to manage our family money while on the move and through frequent deployments.
In 2010 I was awarded the FINRA Military Spouse Financial Counselor fellowship and completed the Accredited Financial Counselor® designation soon after. I was awarded the Penn Mutual Center for Veteran’s Affairs scholarship to The American College of Financial Services and completed the ChFC® designation in 2018 and the CFP® designation in 2019. My years working with military families and running a Volunteer Income Tax Assistance program led me to found my first firm, Clear Insight Financial Planning. I have seen first-hand how people’s life circumstances affect their financial circumstances. I have witnessed both the challenges and opportunities around making financial choices in complex situations and the value an expert, fiduciary financial advisor can bring to the process.
I believe everyone deserves expert financial advice that is transparent, solution-focused, collaborative, and fiduciary. As military families, we face unique challenges and opportunities. I want to help you make the most of both the challenges and the opportunities that come with military service so you can build a life you love, doing what you love, while caring for the people you love.
Schedule a Free Consultation
Adrienne Ross, CFP®, ChFC®, AFC®
Clear Insight Wealth Managment
Spokane, WA 99005
509-847-4079
www.MyCIWM.com