Financial Planning for Geeks

Financial Planning

A drawing of an 18th-century woman holding a tiny man in her hand.
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An International Women’s Day Exhortation

- Financial Planning

In honor of International Women’s Day on March 8 I’m going back to a presentation I gave a few years ago at a women’s event in Seattle. The title of my presentation was “Get Your Financial Sh*t Together,” and it focused on some of my learning from working with women clients over the years. [...]

Two women trying on gloves and saying how small they make their hands look
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Let’s Talk About Lifestyle Creep

- Financial Planning

Even if you haven’t heard of lifestyle creep, I’ll bet you have a pretty good idea what I’m talking about. Lifestyle creep is the very human and potentially damaging phenomenon of increasing our spending to match our increases in income. [...]

Victorian-era men working at a machine
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What You Earn: The Forgotten Lever of Financial Life Planning

- Financial Planning

In my time as a Financial Life Planner, I covered just about every topic under the sun: death, disability, having kids, taking care of aging parents, beliefs and habits around money…you name it. I had to get used to having honest conversations with people about how much money they make, too. Yes, what you earn is a critical component of [...]

Artist's rendering of a scourge
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Financial Planning for a Pandemic

- Financial Planning

Last month I wrote about some changes in technology which we might see coming out of the COVID-19 stay-at-home period. I also encouraged you to hang tight in terms of investing. What other nuggets of financial wisdom can I offer, given that taking action and exercising control can help with the anxiety? I’m glad you asked: [...]

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Money Scripts and You

- Financial Planning

What do you think, feel, and believe about money? Some folks in the psychological community call these thoughts, feelings, and beliefs Money Scripts. These Scripts are handed down through the generations and we generally learn them as kids. Often, we’re not even aware of them and couldn’t articulate them if we tried. [...]

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Get Your Financial &*^% Together

- Financial Planning

I was invited to speak to a group of women at an event called “Cocktails and Conversations” in January of 2019. I considered a lot of different ideas for topics and finally settled on “How to Get Your Financial &*^% Together.” In January, our thoughts tend to turn to the things we’d like to improve in our lives, and financial [...]

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Financial Planning and Divorce

- Financial Planning

As many of you know, one of my specialties is financial planning for divorced women. Yes, I’ve been there myself and even in the most amicable of cases it’s not easy. There are some “gotchas” and even a few changes brought to us by the tax law changes which took effect in 2018. [...]