Ready To Live Your Best Life In 2025?
Susan is now living her best life in Tokyo.
Why are we afraid to make changes in our lives that will enable us to do what we really want? Perhaps, we think we can put off doing something for the future. Or maybe we think there is no way to do it financially. Life is short and unpredictable. You are as good today mentally and physically as you will ever be, so make the most of it!
At Clear Insight Wealth Management, we believe the purpose of financial planning is to live your best life now and throughout your life. It starts by defining what you need in place to live your best life. Once we have a clear picture of your ideal life, Clear Insight will work with you to develop and implement a strategy so you can begin living that life. As life throws you curve balls or the elements of an ideal life change for you, we’ll be there to guide you.
Defining Your Ideal Life
We begin every client engagement by helping our clients define their ideal life. Our clients complete a series of exercises that help them define;
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what is most important to them
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what they need in life to be fulfilled
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who they want to spend time with
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what is most essential at this moment
During our first meeting we discuss the responses to these exercises so that we have a clear picture of the elements that need to be in place for them to live their ideal life. Then we help our clients build the financial infrastructure needed to live that life.
Financial Peace Of Mind Living Your Ideal Life
Susan, a Colonel with 30 years of service in the Air Force, was planning for the transition when she came to Clear Insight for guidance. In the next phase of her life, she wanted to immerse herself in various cultures, learn the language, take classes and spend quality time with family and friends. She was looking for financial peace of mind knowing she could spend down her assets to live that life without jeopardizing her financial future.
After a thorough assessment of her spending needs, investments and tax situation, Clear Insight helped her align her investments with her goals and create an income plan that not only allows her to live her ideal life but has the potential to save her over $4 million in taxes over her lifetime. Susan is currently taking classes at the University of Tokyo and having the time of her life writing haiku poems, making new friends and sharing her experience with her American friends and family.
Prosperity With Purpose
Many think that the purpose of financial planning is to build wealth. At Clear Insight Wealth Management , we think the purpose of financial planning is build enough wealth so that people can live their best life now and throughout their life. We are committed to offering professional guidance, education, and personalized support to each and every client. Take the first step toward living your best life by scheduling a complimentary meeting to determine if we are the right fit to work together on your life’s journey.
About Clear Insight Wealth Management
Clear Insight Wealth Management is a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives. The firm’s team of CERTIFIED FINANCIAL PLANNER™ professionals and a Certified Public Accountant is committed to helping clients navigate the complexities of today’s financial landscape by providing realistic advice, a distinct plan of action, and helping them progress toward their goals. With an emphasis on relationships and services including financial planning, investment management, and tax planning & preparation, Clear Insight Wealth management helps clients build—not just maintain—wealth in Spokane, Washington, Tyson’s Corner, Virginia, and across the United States.
