Simplifying Complex Financial Decisions

Simplifying Complex Financial Decisions

Decisions that have the potential for big financial impact can be difficult to make. Especially if the decisions don’t go according to plan and have negative financial consequences. In this episode, I talk to Certified Financial Planner Adrienne Ross about how you can simplify complex money decisions in a way to help you make them quickly with the best possible results. Adrienne is the founder of Clear Insight Financial Planning, LLC. Her approach to financial planning is deeply rooted in over a decade of experience as a Personal Financial Counselor serving military members and their families. Holding the Accredited Financial Counselor® designation, as well as being a Certified Financial Planner® Professional and Chartered Financial Consultant® allows Adrienne to help her clients design financial plans that allow them to live great lives today while building financial freedom. She shares advice on how to triage all of your financial decisions and best practices for breaking them down to make decisions that work best for your life and finances.

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Complex Financial Decisions Episode Details

  • How to triage your financial decisions
  • Ways to simplify complex financial decisions
  • Making a decision when you don’t understand the topic
  • What to do when you are avoiding making a decision
  • Advice for couples making complex decisions
  • The recipe for simplifying decisions
  • Making complex financial decisions amid other chaos like kids, work, and family
Related content: Finding Inspiration for Your Finances 

Simplifying Complex Financial Decisions Resources

More podcasts: Financial Planning Tips for Dual Military 

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Disclosure These notes may contain links to our affiliate products or services, which means I might get compensation when you click or buy. I will only put affiliate links that align with our podcast discussion. If you want to “kickstart” your finances in the military, you can get access to my free Financial Kickstart Kit here.