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,…
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…
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…
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…
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,…
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…
Why should you do financial planning right now? Um, maybe you shouldn’t. Sometimes when in a sales situation, the seller creates urgency – there’s a deadline to get a certain deal. I HATE this. Deadlines and deals are artificial. You should never feel like you’re making a decision under a deadline, and if you do,…
I spend a lot of time reassuring people that financial planning isn’t “just” for the wealthy…in fact, a financial plan is what puts you on that road, regardless of where you start. It is meant to help you begin with the end in mind with regard to your money. And some people think (erroneously!) that…
Is it any wonder that one of the most nerve-wracking tasks of financial planning can be understanding how to invest your 401k, IRA or other account? In fact, I think sometimes financial people WANT you to feel nervous, because then you start to think that making investment decisions is too hard for a layperson like…
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