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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The Holiday Planning Process

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…

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Are your gifts codependent?

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…

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Does debt and money give you anxiety?

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…

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Is Spending a Coping Mechanism For You?

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…

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