Adrienne Ross, CFP®, ChFC® Clear Insight Financial Planning, LLC

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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.

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Recently Published

Adrienne is Speaking at #MILMONEYCON22

March 4, 2022

Join Adrienne at the #MILMONEYCON22 this April.

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Public Service Loan Forgiveness Overhaul

October 8, 2021

Pinch 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.

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Back to School Supplies...without breaking the bank!

August 5, 2021

Well it’s that time of year. The stores are already bombarding you with ads and your inbox is filling with retailers trying to sweet talk you into purchasing from them. It is back to school time. From crayons, to tissues, to clothes for your ever-growing kid, there is always a lot to shop for when the new school year looms. Let’s talk about how you can stock up while staying on budget.

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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

 

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