Why We Started Our Firm
By Kate Cote, CFP®, Adrienne Ross, CFP®, ChFC®, AFC®, and Becky Meats, CPA/PFS™
Life can throw some curveballs, especially for military families, government employees, and small business champs like you. Moves, job twists, and money hurdles can be speed bumps on your road to happiness and success.
But fear not! Our team at Clear Insight Wealth Management is here to guide you back on track. In fact, our mission is to help you live your dream life by nailing those financial goals.
What makes us tick? Well, with years of experience as military spouses and entrepreneurs, we know the ins and outs of your world. We get the sacrifices, the relocations, the deployments.
And we get the financial stress.
Money isn’t everything, but having a solid plan? That’s a game-changer.
At Clear Insight, we’re not just financial whizzes…we’re fiduciaries, which means your best interests are always front and center. We take the time to learn about your ideal future and build a financial plan that can help you pursue it with confidence.
Who We Serve
Financial planning and decision-making can be complicated. The seemingly infinite number of options and volume of information available can be overwhelming. After all, just about anything is possible. The key is choosing what is most important to you. In navigation, you use a compass to set a clear azimuth. For your financial life, we are here help chart the azimuth toward your best life. Our wealth management firm is focused on your success, and we can help.
We work side by side with clients from across the country and stationed around the world. First, we partner with military families and service members, whether you’re actively serving or one of our honored veterans.
Next, we serve government workers. Government service comes with great responsibility and a wide range of benefits. Our goal is to introduce simplicity to your life with premier financial planning services.
Finally, we team up with small business owners. Many of our clients find fulfilling second acts in owning their own businesses. Business owners juggle multiple roles in growing their business. We know how critical small businesses are to a dynamic and vibrant economy. Our financial planning services eliminate financial stressors and help you run your business more effectively.
Don’t work in any of these sectors? Clear Insight Wealth Management can still be your guide to finding financial freedom!
Our Holistic Approach
The Clear Insight Wealth Management team takes the time to listen to you—after all, it’s your journey. We want to help you discover the path that leads to the future you want; a future that matches up with your needs, desires, and values. Our holistic approach combines life planning with financial planning to help you pursue what it is that truly matters; what gives your life meaning!
Our team brings years of real life expertise and understanding of military and government benefits to help you build and maintain wealth.
What We Do
We are financial professionals certified in numerous specialties to assist you in living your best life:
Financial planning
Investment planning
Retirement planning
Tax planning & preparation
Do you plan on retiring or transitioning out of the military? Are you thinking of changing careers? Do you need to pay off debt, buy a home, or start a business? Or maybe you’re worried about your ability to provide for someone with special needs. No matter the situation, you’ll find a capable ally in Clear Insight Wealth Management.
Start Your Journey to Lifelong Success!
Are you ready to enrich your life and those of your loved ones? Clear Insight Wealth Management is ready to lend a hand!
Visit our calendar to schedule a get acquainted call. You can also email us at hello@myciwm.com. We can’t wait to connect with you!
About Kate
Kate Cote is a financial advisor and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives. Using a whole-team approach, Kate guides clients to define and create the life they want to live. When she helps someone do what they never thought they could, she feels like a rock star.
A military spouse with over 20 years of financial service industry experience, Kate holds a bachelor’s degree from Villanova University and the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations. She also serves on the board of the Military Financial Advisor Association.
Kate knows that life is about the relationships we have with others, so she spends her time traveling to visit family and friends. She’s looking for friends and family that reside outside the U.S. so she can fulfill her other passion—seeing the world. Wherever she happens to be, Kate loves visiting museums to learn about the people and history. Her favorite weekend activity is biking or hiking in the woods alongside the water. Most nights you’ll either find her cooking a gourmet meal or reading a book. When Kate was a dresser in the graduate theater at Villanova, the theater became one of her passions. (She wouldn’t consider it a good year without a trip to the theater or a concert.) Little known fact: Kate is descended from Nathaniel Colburn, who arrived in the U.S. in 1636 and was one of the original founders of Dedham, Massachusetts. To learn more about Kate, connect with her on LinkedIn.
About Adrienne
Adrienne Ross is a financial advisor and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives. Adrienne is driven to help clients become more informed financial decision-makers and empower them to solve difficult (sometimes seemingly impossible) problems. She’s hooked on helping people improve all aspects of their financial lives, and there’s nothing else she would rather do.
Adrienne has over 15 years of experience serving military families. She obtained her bachelor’s degree from University of Illinois, Springfield, and is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, and Accredited Financial Counselor®. She is one of the first financial professionals authorized to use the MQFP® marks as a military financial planner. In 2020, Adrienne was named the 2020 Financial Counselor of the Year by the AFCPE® in recognition of her service to military families. She is a 2010 FINRA Military Spouse Fellow and scholarship recipient through The American College of Financial Services Center for Military and Veterans Affairs.
A military spouse for more than 30 years, Adrienne is also a military mom and a military kid. She splits her time between caring for her grandbabies during Space Force night launches, visiting her mom on the ranch, and exploring the PNW with her retired Marine husband on her Triumph. In spite of her hectic schedule, Adrienne still takes time to mentor other military spouse AFC® counselors and AFC® candidates. She enjoys spending time helping young people (especially those aging out of the foster care system) build financial mastery. To learn more about Adrienne, connect with her on LinkedIn.
About Becky
Becky Meats is a Certified Public Accountant and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives. A firm believer that money is a tool that allows us to make our dreams happen, Becky thrives off simplifying clients’ finances and helping them find financial success. Becky has the rare talent of making the seemingly complex and chaotic world of finances and taxes simple and understandable. This understanding allows clients to make better use of their financial tools, often leading to success in many other parts of their lives.
Becky obtained her bachelor’s degree from Washington State University and has over 16 years of experience in accounting. She earned her Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). Becky maintains AICPA certifications in retirement planning, estate planning, risk management and insurance, and investment planning. Her expertise is critical in integrating all the aspects of financial planning into a comprehensive whole.
Becky and her family live on a small farm with their registered Jersey cows and flock of unruly chickens. When she’s not poring over tax code, she can be found chasing cows out of her garden or lacing up the running shoes and going for a training run. An avid runner, she’s working toward the goal of running a race in every state (4 down, 46 to go). Despite a busy schedule, Becky dedicates her time to the local community. She is active in her local grange and corrals the Junior and Youth grangers at the local county fair (a significantly more difficult challenge than the livestock). To learn more about Becky, connect with her on LinkedIn.