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…
Yeah, I have some COVID weight. I wasn’t able to do my favorite workout (Orangetheory) for over a year. I switched to Peloton, but I just don’t work myself as hard as a coach would. BTW if you want to read about my experience starting Orangetheory, I actually wrote a little book allllll about it…
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,…
I always re-up this post before Thanksgiving, because I think that is the perfect time to check in with family and friends about gift giving for the upcoming season. Ask them: How many times have you sat around the day after Christmas and vowed that next year — next year — you aren’t going to…
As we start to shift into the holiday/year end season, people are thinking of this as the perfect time of year to practice our generosity. I see gift guides out there that include everyone from the janitor at your kids’ school (who DEFINITELY needs some love) to your second cousins, twice removed. But do you…
Does your debt give you anxiety? Do you try not to think about it? Does the thought of what you might need to do to eliminate the debt cause you to start breaking out in a cold sweat? If yes, you’re not alone. And a lot of financial planners would start out by looking at…
When you’re stressed, do you tend to shop? No judgement – this is totally normal. The thing is, many people who have issues with spending too much aren’t learning alternative skills that are healthier than coping mechanisms. Especially when it’s so easy to click a button and have something delivered (sorry, Amazon). If you’re a…
I hope it’s clear now that financial planning is not about products, or investments, or even about deprivation. It’s not about feeling that you need to “do” something; instead, it’s about getting urgent about your results with money. Instead of working for your money, start making your money work for you. This isn’t some mysterious,…
Have you ever noticed that money tends to disappear unless you pay attention to it? It’s true. (It’s that dreadful feeling we get when we look at our bank statement at the end of the month and think, “Where did it all go…?”) That’s why it’s essential that you have clarity around what you want…
What if I told you that you could make one decision now that would make all your financial decisions for the next 12 months so much simpler? Would you be interested? (Duh. Of course you would!) I call this decision your Chief Initiative, and it is basically a values and goals statement that can guide…
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