• Call Us: 425-373-9393

Do you have financial peace of mind?
Our Fee-Only Financial Planners Can Help.

Smart Money Rules™


* indicates required

Sign up for a free copy and also receive our free regular electronic newsletter
with even more tips and ideas to help you achieve financial freedom!

When Can I Retire?

Our RETIREMENT READINESS CHECK-UP is designed to answer that question and to give you the specific steps to make retirement under your terms possible.

Financial Freedom Blog

Recent posts

  • You Can Change Your Money Mindset

    July 26, 2016

    I am re-reading a great book by Carol Dweck with the title “Mindset: The New Psychology of Success.” In it, the author suggest that there are basically two mindsets we all carry: either growth or fixed. Here is what the author says: “The view you adopt for yourself profoundly affects … Read More

  • Summer Financial Fitness

    July 22, 2016

    We’re about half way through the Summer and it’s a good time to remind you that your financial fitness should not slack off just because the rhythm of life is different. Too often we see people fall of their financial fitness regime because of vacations. It’s easy to spend more, … Read More

  • How To Look at Debt

    July 12, 2016

    My wife suggested this blog post idea. She was reading a blog post by Darren Hardy on how to get out of debt (you can read it here) and asked me why I never write about the topic of getting out of debt. I told her that our clients don’t … Read More

  • Essential Investment Tool: Earplugs

    July 5, 2016

    In a wonderful article that John S.Tobey wrote last week for Forbes magazine, he points out that an investor needs to block out the noise that surrounds us these days. He notes that the news media frenzy over the U.K.’s vote to leave the European Community was overwhelming speculation and … Read More

  • SmartMoney Rule™ #2: Goals Tied to Values

    June 21, 2016

    I was talking with a client last week and we were discussing what she could do with extra cash she got from down-sizing her house. She has a long-list of things she would like to do to fix up her “new” house that is over 30 years old with many … Read More