Personal finance isn’t all about spreadsheets — it’s about living well. From Maine’s coast to Montana’s mountains, I share clear, relatable guidance on saving, investing, and building a plan that fits your life. Thoughtful financial advice and planning to help you make confident decisions, reduce stress, and create lasting freedom.
Part 4.1: Forecasting Your Financial Future
Your Portfolio Withdrawal Amount won’t stay the same—every year inflation and taxes shift the target 🎯. This guide walks you through how to project your
The Steep Trail: My Personal Finance Story
Most creatives and entrepreneurs wait too long to build a financial plan and have to take the steep trail ⛰️. I did too. From running
DIY – Financial Planning Made Simple
🌲 Simple doesn’t mean basic. This DIY series breaks complex decisions into real steps — so you spend less time worrying about money and more
Part 1: What You Need to Gather First
You might have thought I wasn’t coming back. That s fair a lot of people start talking about financial planning and then disappear when it
Part 2.1: Creating Your Net Worth Statement
Every solid financial plan starts with a clear picture of where you stand. These three tools — your Net Worth, Cash Flow, and Spending Plan
Part 2.2: Building Your Cash Flow Statement
Forget budgeting for now. If you want to change your money habits, first you need to see them. This post shows you how to break
Part 2.3: The Spending Plan
This isn’t just about budgeting—it’s about building a life that lights you up 🔥
When you learn to direct your money 💰 intention, you
Part 3: What Will Retirement Really Cost You?
Retirement isn’t about spreadsheets — it’s about momentum 💪 and discipline over decades. Learn how to shift from human capital to financial capital 💸, automate
Financial Plan: Do You Really Need an Advisor
Your financial plan is the blueprint for your dream life 🏡. You can build it yourself—but should you? 🤔 Just like a custom home, a
Climbing 14er’s: A Metaphor for Hitting Long-Term Goals
You don’t need a genius IQ or Wall Street credentials to reach big financial goals. You need a solid plan, discipline, a little patience, and
Being an Executor: A Cautionary Tale
When my mom passed away, her estate was in good shape—or so we thought. A small oversight turned into a big headache. This post shares
When Volatility Works for You — and When It Works Against You
If you ve ever sat through a 401(k) enrollment meeting, you ve probably heard about dollar-cost averaging. If you already understand the concept, you can