Celebrating Moms For the past 100 years, we have been celebrating moms with flowers and brunch, but it’s time we begin celebrating mom with cold hard cash. The pandemic has highlighted mom’s role as an occupation without compensation. It is time to start compensating our moms for their… Read More >>

Financial literacy may be the quickest way to prosperity Financial literacy is the knowledge and skill used to solve financial problems, and to attain this knowledge requires time, diligence and quality educational resources. Comprehending core concepts such as cashflow management, tax strategy, home ownership, debt management,… Read More >>

Reflecting on the recent past requires us to think about the Covid-19 pandemic. The tremendous toll that the pandemic has taken on our health, traditions and livelihoods will be with us for years; however, it’s also important for us to recognize the achievements that have come… Read More >>

Hello everyone! My name is Makena Yee and I’m currently a full time student at the University of Washington Seattle campus, and in my free time I own my own social media management and content creation business while also running a Seattle food blog (Instagram: @seattle.grub)… Read More >>

We continue to move beyond last year, toward lighter days ahead. The year 2020 will forever be remembered as the year that we all learned much about the fragility of life and loss, the necessity of adaptation and resilience, and most importantly about the power of… Read More >>

Excited to be growing our team at SWM  SWM is growing! Welcome Katy Cook, our first Client Associate. Katy is a keen observer of the details and uses her training, integrity and boundless kindness to help clients work toward the financial goals that matter most to therm…. Read More >>

Grateful to be reaching business goals with Hope It has been such a wonderful first year working together. I look forward to the many years of collaboration to come, your contributions are incredibly appreciated! Thank you so much! – Alicia Back to the old days Way… Read More >>

“Hope is a thing with feathers” – Emily Dickinson We all hope to be financially independent. That feeling where we know that we don’t owe anything to anybody and can live life feeling content. If your finances are secure your options are unlimited. You are free… Read More >>

It’s time to take the reins of your estate plan and secure your personal representative. We can think of our estate plan as an extension of our larger life. Whether you’re planning to pass your assets to a beneficiary or your favorite charity, having an estate… Read More >>

Overcoming gender gaps and becoming financially independent sounds pretty great, doesn’t it? The good news is that financial independence is possible, while simultaneously working to narrow the gender gaps. A gender gap is the discrepancy in opportunities, status, and attitudes between men and women. What you… Read More >>

All of us have the same core needs, but not all needs are met the same way.  The cultural limits placed on women and LGBTQ populations, directly impact the ability to reach personal financial goals. Some of the issues that we need to be mindful of… Read More >>

Begin from a place of love and understanding. Talking about the end of life and our legacy is one of the biggest conversations that most people are not having right now. However, with the right setting and a few well-timed questions, you can begin to turn… Read More >>