Financial Insights – Best Small Business 2021! We are thrilled to announce Financial Insights has won Best Small Business for 2021! Thank you to our amazing clients and staff who made this possible.

2020 was one for the record books: a global pandemic, social isolation, historic unemployment, and an exhaustive election cycle. 2021 is one for the record books, too! It’s the year Financial Insights celebrates its 40th anniversary on February 10th to be exact! As the company’s founder, when I look back across the decades, I see […]

The next installment of the Habitat for Humanity Women Build Leadership Series is on Wednesday, February 10th at 4:30 pm (PST), featuring Ali Criss, CFP®, CDFA®.  Topics will include; setting and managing financial goals – from managing your monthly budget to establishing an emergency fund, and saving for retirement, or planning your estate. Sign up […]

Our first video newsletter! Amanda Burrows CFP discusses the topic of Avoiding Financial Scams