Adrienne Ross, CFP®, ChFC®, AFC®
Founder at Clear Insight Financial Planning LLC- Claim this Profile
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Bio
Kate Horrell, AFC®ChFC®
Adrienne is a smart, knowledgeable, and insightful financial educator, coach, and planner. She knows the nuts and bolts of personal finance, and also understands how emotions and behaviors play into the big picture. Plus, she's fun to work with! Adrienne and I worked together on a major project and her comments were always relevant, helpful, and well-thought-out. I was always glad to hear her perspective! Her participation made the final product so much better.
Kate Horrell, AFC®ChFC®
Adrienne is a smart, knowledgeable, and insightful financial educator, coach, and planner. She knows the nuts and bolts of personal finance, and also understands how emotions and behaviors play into the big picture. Plus, she's fun to work with! Adrienne and I worked together on a major project and her comments were always relevant, helpful, and well-thought-out. I was always glad to hear her perspective! Her participation made the final product so much better.
Kate Horrell, AFC®ChFC®
Adrienne is a smart, knowledgeable, and insightful financial educator, coach, and planner. She knows the nuts and bolts of personal finance, and also understands how emotions and behaviors play into the big picture. Plus, she's fun to work with! Adrienne and I worked together on a major project and her comments were always relevant, helpful, and well-thought-out. I was always glad to hear her perspective! Her participation made the final product so much better.
Kate Horrell, AFC®ChFC®
Adrienne is a smart, knowledgeable, and insightful financial educator, coach, and planner. She knows the nuts and bolts of personal finance, and also understands how emotions and behaviors play into the big picture. Plus, she's fun to work with! Adrienne and I worked together on a major project and her comments were always relevant, helpful, and well-thought-out. I was always glad to hear her perspective! Her participation made the final product so much better.
Credentials
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Accredited Financial Counselor
AFCPE® (Association for Financial Counseling and Planning Education®)Apr, 2013- Sep, 2024 -
CFP®
CFP BoardJan, 2019- Sep, 2024 -
Chartered Financial Consultant®
The American College of Financial ServicesDec, 2018- Sep, 2024
Experience
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Clear Insight Financial Planning LLC
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United States
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Financial Services
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1 - 100 Employee
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Founder
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Aug 2019 - Present
Clear Insight Financial Planning LLC provides fee-only financial planning with a focus on helping individuals and families navigate life transitions and career changes. Clear Insight Financial Planning LLC provides fee-only financial planning with a focus on helping individuals and families navigate life transitions and career changes.
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Zeiders Enterprises, Inc.
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United States
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Individual and Family Services
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500 - 600 Employee
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Personal Financial Counselor
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Jul 2013 - Jan 2021
Conduct personal financial management courses to large and small groups of active duty military personnel and their families. Provide one-on-one, individualized personal financial counseling services to military personnel and their families. Promote personal financial literacy and financial stability. Provide feedback from the field to our corporate office to improve efficiency of service delivery and enhance program. Conduct personal financial management courses to large and small groups of active duty military personnel and their families. Provide one-on-one, individualized personal financial counseling services to military personnel and their families. Promote personal financial literacy and financial stability. Provide feedback from the field to our corporate office to improve efficiency of service delivery and enhance program.
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Adrienne Ross
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United States
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Medical Practices
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Accredited Financial Counselor®, Financial Coach™
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Jun 2016 - Jun 2018
Everyone deserves access to trusted financial information, advice and support. I provide expert guidance to help people create the life of their dreams while building a secure and independent financial future. From breaking the cycle of debt to achieving financial freedom, I can help you reach your goals. It is time to stop worrying about money and start taking action. Areas of focus include: -Helping pay for college without derailing your retirement -Managing life transitions without breaking the bank (retirement, marriage, having children, and more) -Detailed planning for major (and minor) life goals -Planning for your financial life -Preparing and planning for parental caregiving -Providing transparent, fee-based financial life planning for the other 99% Together, we can build a bright, secure financial future. Show less
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Rappahannock United Way
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United States
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Non-profit Organizations
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1 - 100 Employee
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Financial Stability Manager
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Sep 2014 - Jun 2016
Coordinating Rappahannock United Way's Free Tax Preparation Assistance Service program, conducting volunteer training, marketing and outreach, and developing integrated community based financial stability programs. Just wrapped up a wild and wonderful VITA tax season that saw a 28% increase in number of returns processed, which has already won us a 20% increase in funding! Coordinating Rappahannock United Way's Free Tax Preparation Assistance Service program, conducting volunteer training, marketing and outreach, and developing integrated community based financial stability programs. Just wrapped up a wild and wonderful VITA tax season that saw a 28% increase in number of returns processed, which has already won us a 20% increase in funding!
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SNAP Inc
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Bangladesh
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Photography
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Personal Financial Mangement Course Instructor
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May 2014 - Jan 2015
Presenting 9 part personal financial management education course for groups of up to 75 participants. Assess student learning through administering pre-tests, learning checks and post course assessments. Make learning about personal financial management relevant, engaging and meaningful for participants. Presenting 9 part personal financial management education course for groups of up to 75 participants. Assess student learning through administering pre-tests, learning checks and post course assessments. Make learning about personal financial management relevant, engaging and meaningful for participants.
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Recovery In Motion
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United States
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Higher Education
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1 - 100 Employee
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Financial Support Specialist
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Jan 2014 - Aug 2014
Provide support and guidance to director in developing financial literacy and coaching program for individuals suffering from mental illness. Manage, update, and maintain financial records for the organization using QuickBooks accounting software. Provided temporary bookkeeping services until permanent staff could be found to fill the role. Provide support and guidance to director in developing financial literacy and coaching program for individuals suffering from mental illness. Manage, update, and maintain financial records for the organization using QuickBooks accounting software. Provided temporary bookkeeping services until permanent staff could be found to fill the role.
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Tax Site Coordinator
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Jan 2014 - Apr 2014
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MHN Government Services
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Government Relations Services
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100 - 200 Employee
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FINRA Foundation Accredited Financial Counselor Intern
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Sep 2011 - Oct 2012
Provide financial counseling to military service members and family members. Develop and conduct personal financial management workshops and presentations for groups of service members and/or family members ranging in number from 5-75. Work with service members, support organizations, and community organizations to resolve immediate, pressing financial needs, avoid financial distress, and recover from financial emergencies. Coordinate with command representatives, the Army Community Services program manager to develop and deliver customized financial counseling and education to meet the needs of service members and their families. Show less
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Education
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2016 - 2018
The American College
Chartered Financial Consultant (ChFC), Personal Finance -
2006 - 2008
University of Illinois Springfield
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies -
1994 - 1996
Milwaukee Area Technical College
Associate of Arts and Sciences (AAS), Occupational Therapist Assistant
Community
