Clear Insight Wealth Management

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Spokane, WA
Clear Insight Wealth Management

The firm has locations in Spokane, WA, and Northern Virginia, and serves clients nationwide. We understand everyone’s ideal life is different.

We are a women-owned wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives. Clear Insight Wealth Management is a new kind of wealth management firm tailored to the unique needs of military families, government employees, and small business owners. Formed from a trio of woman-led financial planning firms, Cl

ear Insight Financial Planning, REM Financial Planning, and Red Clover Financial Planning have joined forces to become Clear Insight Wealth Management. With our founders being military spouses and small business owners, we understand the unique financial lives, benefit options, planning timelines, challenges, and opportunities our clients face. While traditional wealth management firms offer a single advisor-to-client relationship, Clear Insight Wealth Management takes a whole team approach, guiding clients to define and create the life they want to live. Offering holistic financial planning and wealth management services so all aspects of your finances work together towards living your best life now and in the future. If your vision includes:

- Planning for Retirement
- Transitioning Out of Military Life
- Making A Career Change
- Being Financially Independent
- Paying Off Student Loan Debt
- Buying Your First or Second Home
- Creating & Building a Business
- Planning for Needs of a Special Needs Child

Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com.

𝘊𝘭𝘦𝘢𝘳 𝘐𝘯𝘴𝘪𝘨𝘩𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘓𝘓𝘊 𝘪𝘴 𝘢 𝘣𝘳𝘢𝘯𝘥 𝘰𝘧 𝘈𝘗𝘍𝘖𝘙𝘐𝘈 𝘓𝘛𝘋, 𝘥𝘰𝘪𝘯𝘨 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘴 𝘊𝘭𝘦𝘢𝘳 𝘐𝘯𝘴𝘪𝘨𝘩𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵. 𝘈𝘗𝘍𝘖𝘙𝘐𝘈, 𝘓𝘛𝘋 𝘪𝘴 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘢𝘴 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘜.𝘚. 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯, 𝘊𝘙𝘋 𝘕𝘶𝘮𝘣𝘦𝘳 327176.

05/08/2026

Did you join the military after January 1, 2018? Then your retirement is built differently — and understanding it is one of the most important financial moves you can make. 💙
The Blended Retirement System gives you a smaller pension than the legacy system, but adds a government TSP match — meaning you're building retirement savings even if you don't hit 20 years of service.
The key is knowing how to maximize what you have. Are you contributing enough to get the full government match? Do you know how your BRS pension will be calculated? Have you thought about how your TSP fits into your overall retirement picture?
These are the questions we help military members answer every day — with honest, fee-only advice and zero commissions.
Follow us for more tips designed specifically for military families. 👇

05/06/2026

This one is close to our hearts. 💙
Military kids grow up learning resilience, adaptability, and the value of showing up — even when things are hard. Those are exactly the qualities that lead to financial success later in life.
But financial literacy doesn't happen automatically. It's built through small, intentional conversations at every age. Swipe through for age-by-age money lessons you can start today — no matter where you're stationed. 👉
Save this and share it with a military parent who needs it. 💙

05/01/2026

May is Military Appreciation Month — and we couldn't be more honored to spend it with this community. 🎖️
All month long, we're dedicating every post to the financial well-being of military members and their families. From maximizing your retirement benefits to navigating the transition to civilian life, we're covering the topics that matter most to you.
Because the people who serve this country deserve financial advice that actually understands their world. Fee-only. Fiduciary. Always in your corner. 💙
Follow along so you don't miss a thing this May — and share this with a military family who could use it.

04/29/2026

April has been such a meaningful month — Financial Literacy Month, Month of the Military Child, and so many important conversations about money, family, and the future. 💙
And we're just getting started.
May is Military Appreciation Month, and we've got a full month of content planned specifically for military members and their families — from maximizing retirement benefits to financial planning for military spouses and everything in between.
Follow us so you don't miss a single post. And if you know a military family who could use clear, honest financial guidance — share this with them. 💙
We'll see you in May. 🎖️

04/10/2026

Here's a truth we come back to again and again 👇
The most sophisticated financial plan in the world means nothing if you don't understand it — or if it sits in a drawer and never gets used.
Financial literacy isn't about knowing every investment term or understanding every tax code. It's about being confident in the decisions you're making with your money, and working with someone who takes the time to explain why — not just what.
That's the Clear Insight approach. Straightforward advice, plain language, and a plan built around your actual life. 💙
What does financial clarity look like to you? We'd love to hear your thoughts in the comments 👇

04/08/2026

April is Month of the Military Child 💙 — and this one's for all the military parents working hard to build a better future for their families.
If you're approaching retirement from service, here are 3 things to make sure you have in place:
1️⃣ Convert your SGLI — When you separate, your Servicemembers' Group Life Insurance doesn't automatically follow you. You have a limited window to convert it to VGLI or a private policy. Don't miss it.
2️⃣ Know your dependent benefits — From TRICARE continuation options to survivor benefit plan elections, the decisions you make at retirement directly affect your family's security. These choices are often irreversible, so go in informed.
3️⃣ Have a written transition plan — Retirement from the military isn't just a career change — it's a complete financial reset. A clear plan bridges the gap between your military income and your next chapter.
Your family has sacrificed alongside you. Make sure your financial plan reflects that. 💙
Questions? We're here. DM us or visit the link in our bio to schedule a free intro call.

04/07/2026

April's Edition of Clear Insights is here! This month we're talking building a legacy of wealth, what's new in Congress (and how it might impact you), and why staying the course is so important--especially during turbulent times.

Plus, a delicious, easy and budget friendly sheet-pan kebab recipe.

Don't miss out on this month's newsletter!

Get the Email here: https://conta.cc/4ca82R3

04/03/2026

Running a business is hard enough — your finances shouldn't feel like a mystery on top of it. 💼
Here's a quick breakdown:
📊 Cash Flow vs. Profit — You can be profitable on paper and still run out of cash. Cash flow is what actually keeps the lights on.
💰 Owner's Draw vs. Salary — How you pay yourself matters — a lot — when it comes to taxes. These two methods are taxed very differently depending on your business structure.
📈 Gross Margin vs. Net Margin — Gross margin shows how efficiently you produce your product or service. Net margin shows what you actually keep after all expenses. Both tell an important story.
Understanding these three things puts you in the driver's seat of your business finances. 🙌
Which of these has tripped you up before? Drop a comment — no judgment here! 😊

04/01/2026

Happy Financial Literacy Month! 🎉
We're kicking off April with a simple reminder: you don't have to be a finance expert to make great decisions with your money. You just need the right information — and someone in your corner who actually explains things clearly.
All month long, we'll be sharing tips and insights for military families and business owners. Because great financial advice should feel empowering, not overwhelming.
Save this post and follow along — we're just getting started. 💙

03/27/2026

Tax season is more than a filing deadline—it’s a diagnostic moment for your financial life.

Each return tells a story. It can reveal missed opportunities in tax efficiency, highlight gaps in planning, or confirm that your current strategy is working as intended. From retirement contributions to investment positioning and income timing, small decisions throughout the year can have a meaningful impact when it’s time to file.

Rather than viewing tax season as an endpoint, it can serve as a starting point for better coordination moving forward.

What did this year’s process reveal for you—and what changes will you carry into the year ahead?

03/25/2026

Tax filing may be seasonal, but effective tax planning is continuous.

Every financial decision—how you’re compensated, how investments are structured, and how retirement contributions are made—has tax implications that extend well beyond a single year. Without coordination, these decisions can create unintended liabilities or missed opportunities.

Proactive tax planning brings clarity. By aligning income, investments, and long-term goals within a cohesive strategy, it becomes possible to reduce surprises, improve efficiency, and support more predictable outcomes over time.
The goal isn’t just filing correctly—it’s planning intentionally.

Clear Insight Wealth Management; an SEC-registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services. Information presented is not investment or legal advice. Registration with the SEC does not imply SEC endorsement of the knowledge or skill of the advisor.

Address

905 W Riverside Avenue Suite 201
Spokane, WA
99201

Telephone

+15099044956

Website

https://www.myciwm.com/

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