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, Clear 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.

09/16/2026

Quick question... when did you last actually review your TSP? Not just check the balance. Review it. 🎖️

The good news: you can update your TSP contribution rate, fund allocation, Roth vs. Traditional election, and beneficiary designation at any time. No waiting period. No restricted window. Log in, make your changes, done.

Swipe through for the four-item checklist worth completing today and visit the link in our bio to download our free Military Retirement Playbook for the full TSP strategy guide. 👉

Save this and share it with a fellow service member who needs it. 💙

09/11/2026

Twenty-five years later, we remember.

We remember the lives lost on September 11, 2001. We remember the first responders who ran toward the smoke and the fire. We remember the Gold Star families who have carried an unimaginable weight every day since.

And we remember the generation of service members, many of them in our community, who answered the call that followed. Who deployed, and returned, and deployed again. Who gave years of their lives, and in too many cases, far more than that.

Today we don't post about finances. We just pause.

We are grateful. We remember. We will never forget. 🇺🇸💙

09/09/2026

You don't have to be careless with money to make bad financial decisions. Some of the most disciplined, intelligent people fall into the same traps repeatedly. 💙

Behavioral finance explains the gap between what we know we should do and what we actually do. And the first step to making better decisions is recognizing which traps you're most vulnerable to.

Swipe through for five of the most common, and how to protect yourself from each one. 👉

We just published the full guide on the blog at myciwm.com. Link in bio. 💙

Save this and share it with someone who needs it.

09/07/2026

Happy Labor Day. 💙

Today we celebrate the American worker; the people who show up every day, give their best, and build this country from the ground up.

In our community, that includes the service members and veterans who answered the call to serve, the military spouses who hold everything together through deployments and PCS moves, and the small business owners who bet on themselves and pour everything into something they believe in.

Every one of you embodies the spirit of this day.

From all of us at Clear Insight Wealth Management, thank you. Rest well today. You've earned it. 💙

09/04/2026

Money Myth #1: "I don't have enough money to need a financial advisor."

This is one of the most common and costly beliefs we hear. Financial planning isn't about how much you have. It's about making the most of what you do have, starting now.

A service member making smart TSP decisions at E-5 will build more wealth than one who waits until they're a senior officer. A business owner who structures their retirement contributions correctly at $80K in revenue pays far less in taxes than one who waits until they "make enough" to care.

The earlier you start, the more time your decisions have to compound. 💙

We're kicking off a brand new series debunking a new money myth every Friday this fall. Follow along so you don't miss one.

09/02/2026

September is here, and we have a full month of content planned that we're genuinely excited about.

We're kicking things off with a question that applies to everyone, regardless of income, experience, or discipline: why do smart people make bad money decisions?

The answer has everything to do with behavioral finance, the psychology behind financial choices, and very little to do with effort or intelligence. We're diving into it this month alongside how to effectively review your TSP, fee-only planning, and year-end tax moves worth making now rather than December.

Oh! And our Money Myths series launches this Friday. A new money myth debunked every Friday all fall long. Follow along so you don't miss one. 💙

08/28/2026

Myth: once you've used your VA loan, it's gone. TRUTH: Your VA Loan can be restored and reused multiple times, for the rest of your life. When you sell your home and pay off the loan, your entitlement comes back in full. Some veterans can even hold two VA loans simultaneously. This is a game changer during PCS moves.

The VA Loan benefit was earned through your service. Understanding how it actually works is the first step to using it fully.. We just published a full VA loan muths breakdown on our blog and five of the most common misconceptions, with the truth behind each one. Link in our bio.

08/26/2026

September 15th is closer than it look. For business owners, that means your Q3 estimated tax payment is almost due. But the tax deadline is really just the starting point. A full Q3 financial check in covers your cash flow, retirement contributions, business structure, and the question that drives everything: if the year ended today, would you be satisfied with where your business finances stand? Swipe through for the four areas every business owner should review before September, and visit the link in our bio for the full guide on our blog. Which of these four is the one you keep putting off? Drop it in the comments. No judgement!

08/21/2026

Meet Michelle Corral! Honestly, we're not sure "Administrative Assistant" does her justice. Michelle prefers "Administrative Asset," and once you get to know her, you'll understand why. 💙

Michelle is a homeschool mom of four, married to her best friend for over 20 years, and a proud Air Force family who most recently landed at Maxwell Air Force Base in Montgomery, Alabama. If you're part of our military community, you already know what it means to build a home, and a life, wherever the military sends you. Michelle and her family have done exactly that, over and over, with grace and intention.

At Clear Insight Wealth Management, Michelle keeps the engine running. She organizes files, communicates with clients, supports our advisors, and brings the kind of warmth and dependability to our team that you can't train, you just get lucky enough to find.

Away from the office, you'll find her outdoors as often as possible: hiking, kayaking, photographing the world around her, or sitting around a campfire with the people she loves. She's passionate about homeopathic remedies, herbs, and natural wellness, and has a dream of a thriving family garden and a flock of chickens to complete her homestead. We're rooting for her!

We are so grateful to have Michelle on our team and even more grateful for the military families who trust us with their financial lives. Michelle is one of the reasons we're able to show up for you the way we do. 💙

Welcome to the spotlight, Michelle. 🌟

08/19/2026

There's a reason military families tend to be some of the most financially resilient people we work with. 💙

Frequent moves. Deployments. Transitions. Uncertainty about what comes next. Military life doesn't give you the option of waiting for perfect conditions. It teaches you to plan, adapt, and execute anyway.

Those aren't just survival skills. They're the exact habits that build lasting financial security: discipline, long-term thinking, the ability to delay gratification, and the willingness to make a plan and stick to it even when the ground shifts beneath you.

If you're a military family, you're already doing the hardest part. We're here to help make sure your financial plan is working as hard as you are. 💙

Address

905 W Riverside Avenue Suite 201
Spokane, WA
99201

Telephone

+15099044956

Website

https://www.myciwm.com/

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