You don’t have to wish for a great retirement; you can prepare for it. A “great” retirement looks different for everyone, but planning your financial future is a key step in allowing you to define it. Insight Wealth LLC works as a fiduciary while helping people map out their financial futures. We see ways for you to live intentionally and abundantly, and we want to help you achieve that.
Every family has a CFO, whether that person has explicitly accepted that role or not. (Somebody has to do it, right?) Maybe that’s you and you’re carrying the load of your family’s long-term financial plans. You don’t have to go at it alone! At Insight Wealth, we love to work with couples and bring both voices into the conversation.
Have you ever wished your spouse were more involved with or more confident about your long-term financial plan? When you and your spouse are on the same page financially, you can make wise decisions about your family’s future — and you can alleviate fear around it.
By the way, if you’re single, we want to be there for you too. Whether you’re navigating it all on your own or trying to change course after losing a loved one, Insight Wealth is here to help you understand the process and to simplify decisions associated with retirement.
It wasn’t until a major life event that Samantha realized a desire to understand and set up her own financial future. That transitional experience helps her remember that financial topics can be intimidating and confusing, especially for those unfamiliar with industry lingo.
Once Samantha became educated and equipped in her own finances, she wanted to serve others by giving insight for their financial futures. She especially enjoys facilitating financial conversations between couples and helping the non-CFO of the family understand what is in place for their future.
Samantha has helped couples come together on their long-term financial plans since 2011, when she began her financial career. In 2016, she transitioned to Wise Wealth as a senior financial advisor, and in 2023, she opened Insight Wealth, an EverSource Wealth Advisors team.
In addition to financial advising, Samantha is a women’s investment specialist and the founder of Wise Women. Samantha is securities licensed and maintains both Missouri and Kansas insurance licenses. She places high value on financial education and was honored to serve as the 2021 resident financial advisor for Smart Women Smart Money magazine.
Outside of work, Samantha enjoys traveling with her husband Craig and spending time with their three children, Gabriel, Nathan and Lizzy. Their blended family is united by a funny, ornery puppy named Louis Vuitton. Samantha has always been a fan of music and enjoys singing and playing guitar.
What is it like to work together? Get a sense for how we support you along your financial journey.
