Jody Duncan, CFP
At Insight Advisors NW, LLC we work as trusted advisors, helping our clients recognize opportunities, resolve problems, and better utilize their resources so that they can best manage their financial future.
Financial planning is one of the most important strategies used by successful people to create an extraordinary life. As an ongoing, dynamic process, this discipline provides a system that enables you to identify and reach your most important goals. In working with you to achieve financial independence, what matters most is helping you clarify your goals and identifying the best solutions and opportunities uniquely available to you.