How to become more accountable to your money results

Do you watch Ted Lasso? I LOVE Ted Lasso. In the first season, in the episode where they were at Rebecca’s fundraiser, Rebecca commented to Keeley (paraphrasing here): “You can’t have a relationship with a person unless there is accountability,” when Jamie lets Keeley down. And in the same episode, Roy holds Keeley accountable for…

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The money & meaning disconnect

When you’re not making a lot of money, or feel like you’re in a survival situation, I think it’s useful to be self aware. Reflective of how you got there. BUT – just because people are in a better money situation than you, doesn’t mean they “did” any particular thing better than you. So why…

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How to Manage Yourself Around Wealth Building

If you have been reading these posts since the start of the year, you know that we are focusing on the five strategies that help determine how successful you are going to be with your wealth building focus. Just to refresh your memory, the five strategic areas are: 1 – Engagement 2 – Governance/Accountability 3…

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How To Plan and Implement for Financial Success

If you read last week’s post, you know that we are focusing on the five strategies that help determine how successful you are going to be with your wealth building focus. Just to refresh your memory, the five strategic areas are: Engagement Governance/Accountability Model/Goal Execution/Implementation Environment/Self Management You can get the overview of all five…

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How to Engage And Govern Financial Success

If you read last week’s post, you know that we are focusing on the five strategies that help determine how successful you are going to be with your wealth-building focus. Just to refresh your memory, the five strategic areas are: Engagement Governance/Accountability Model/Goal Execution/Implementation Environment/Self Management You can get the overview of all five here,…

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Five Strategies of Financial Success

Many people might think that financial success is all about the money…I mean, yes, it is? In that it matters how much you can keep. And the more you keep, the more you can leverage that savings. But aside from investing strategy, there is so, soooooo much more to being financially successful. You might be…

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Strategic Tactics for Wealth Building

Often I write things for my blog that maybe our actual client base doesn’t need to prioritize as much here in the economically vibrant, high-tech, dual-income world of Seattle. However, I believe that we can ALL be better with our spending and debt management. And since I know there are still TONS of people who…

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Do the holidays (and your finances) right

You might have guessed that since I am a planner professionally, that carries over into my personal life (which is a whole other thing than being organized…I can PLAN how I want things to go, but for some reason I am always running out of batteries and light bulbs…so I choose my battles). So YES,…

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