A personal finance blog for workers in Thurston County, Washington

Good financial advice is specific. Generic advice is everywhere and most of it is not written for you.

This site is built around the people who actually live and work here. Each of these groups comes with its own set of benefits, challenges, and decisions that generic personal finance content glosses over.

  • WA State Employees

  • Nurses

  • Tech Workers

  • Real Estate Investors

  • Blue Collar Business Owners

  • Sustainability Minded Investors

If you see yourself in one of these, you are in the right place.

My Philosophy

Simplicity beats complexity

Research shows low cost, diversified portfolios perform best over the long term. Investing doesn’t have to be about stock picking, asset allocation is much more important.

Consistency and follow through

A financial plan you don't believe in won't get followed. The best plan is one built around your actual life, your actual goals, and what you actually want. Not a template. Not someone else's idea of success

Tax strategy is the most overlooked lever

Most people focus on what they earn and what they invest. Few focus on what they keep. Smart tax planning compounded over years can make a huge difference.

Abundance is the goal. Money is a tool.

The point of getting your finances right isn't a number in an account. It's waking up and feeling like today is yours to do whatever inspires you.

If you have questions, get in touch!