Feb 113 min readDesigning Your Ideal Cash Flow SystemAn imperative step in financial planning is knowing where your money is going and why. We call this cash flow planning. Designing a cash...
Jan 15, 20235 min readThe University of Washington Retirement Options (UWRP, UW VIP, PERS)As a graduate of the University of Washington, our firm is proud to work with several UW employees. Many of our clients at UW are...
Mar 1, 20214 min readStudent Loan PlanningAs student loan payments will likely resume for most borrowers sometime in 2021, now is a great time to review your strategy. Let’s take...
Mar 1, 20215 min readYour Best Asset is YouYour greatest asset is you and your ability to do your job. As a medical professional, you have devoted a decade or more to education and...
