Adrienne Ross, CFP®, ChFC® Clear Insight Financial Planning, LLC
- 905 W Riverside Ave Ste 201 , Spokane, WA 99201
- (509) 904-4956
- https://www.mycifp.com
About Adrienne Ross, CFP®, ChFC®, AFC®
Are you a fellow GenXer who feels like you missed the boat on retirement planning? Are you trying to launch your kids, care for your parents and plan for retirement, all while trying to live well today? I am here to help you stress less about your money and live more.
Financial planning is the key to financial security. Financial security is the key to freedom; the freedom to change jobs or launch a new business; the freedom to move to a new neighborhood; the freedom to live life on your terms. I can guide you on your journey to financial freedom, security, and peace.
Life doesn’t always go according to plan. As a military spouse, I learned to be adaptable, agile, and tenacious. My own financial journey started when it was suddenly up to me to plan for my family’s financial future while my husband was frequently deployed. Over the past ten years, I have helped countless military service members, law enforcement officers, and a whole lot of GenXers navigate life transitions, career changes, relocations, and retirements.
As a Financial Planner, I get to make the world a better place, one family, one person at a time. I am a Certified Financial Planner™ Professional, Chartered Financial Consultant™ and Accredited Financial Counselor®. I started Clear Insight Financial Planning so that I could help more families achieve financial security and freedom. True to my counseling roots, I want to collaborate with you to help you find your path.
If you are ready to worry less and live more, schedule a free consultation, call 509-904-4956 or email uryyb@zlpvsc.pbz.
Recently Published
Maximize your GI Bill Benefits to create more “in-state” tuition options
October 6, 2022Welcome to the first of my three-part blog series on maximizing your GI Bill Benefits! The history of the GI Bill is a storied one. It is said that the original GI Bill shaped an entire generation of Americans after World War II and the trickle down to following generations has been enormous. The 21st Century GI Bill is having less of an impact since a much smaller portion of the population is eligible. Still, it is an amazing benefit that is helping many Service Members and their families receive a college education while staving off the college debt struggles that have plagued many families.
Adrienne is Speaking at #MILMONEYCON22
March 4, 2022Join Adrienne at the #MILMONEYCON22 this April.
Public Service Loan Forgiveness Overhaul
October 8, 2021Pinch me! I think I must be dreaming. The US Department of Education is offering a limited-time waiver so that borrowers can count all payments from all federal loan programs or repayment plans towards forgiveness. While there are plans to automate some forgiveness for some borrowers, everyone who might possibly qualify for forgiveness should apply. The wavier expires October 31, 2021. It is better to apply and find out you don’t qualify than to miss an opportunity for forgiveness.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Career Changers
- Coronavirus Relief
- Gen X
- Military & Veterans
- Women in Transition
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $600+/qtr
- Flat Fee: $2,400+/engagement
- Hourly Fee: $200+/mo
- AUM: 1.0%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
