Unleashed Financial LLC

Halloween may be about spooky stories, but some financial habits can create stress that lasts far beyond October 31.

For Seattle-area tech professionals, concerns around equity compensation, portfolio coordination, risk management, and retirement planning can feel especially overwhelming when they are left unaddressed.

At Unleashed Financial, we provide fee-only fiduciary wealth management designed to simplify decisions and keep your goals at the center of the plan. Through virtual meetings, we help clients in Kirkland, Seattle, and across the Eastside build a clear strategy for the future.

Ready to replace financial uncertainty with confidence? Contact us to start the conversation.

Small, consistent choices can create meaningful progress toward your financial goals.

At Unleashed Financial, we help Seattle-area tech professionals build a savings strategy that accounts for the full picture—from everyday cash flow to taxes, annual expenses, investments, and equity compensation.

A few practical places to start:

• Automate contributions to savings and investment accounts.
• Plan ahead for predictable expenses instead of letting them derail your budget.
• Review spending regularly to make sure it reflects your priorities.
• Track your progress and adjust as your income, goals, or benefits change.
• Set clear short- and long-term targets, whether that includes an emergency fund, a home, retirement, or an upcoming tax obligation.

Savings is not one-size-fits-all, especially when RSUs, ESPPs, bonuses, or other forms of equity compensation are part of the equation. As a fee-only fiduciary wealth management firm, we provide comprehensive financial planning designed to help you make confident decisions.

Ready to create a plan that supports what matters most to you? Connect with our team at Unleashed Financial.

National Savings Day is a helpful reminder that meaningful financial progress often starts with small, consistent choices.

For Seattle-area tech professionals, saving may involve more than setting aside cash. It can mean building an emergency fund, planning around RSUs or ESPPs, coordinating investments, or making sure your retirement strategy stays aligned with your goals.

At Unleashed Financial, we help clients make those decisions with a clear, comprehensive plan built around what matters most to them.

Swipe to explore practical ways to strengthen your savings habits. When you are ready to discuss your financial plan, we are here to help through virtual meetings.

Estate planning is not only for the wealthy or those nearing retirement. It is an important part of a comprehensive financial plan at every stage of life.

For Seattle-area Gen X and Gen Y professionals, especially those navigating equity compensation, growing investments, or family responsibilities, a thoughtful estate plan can help protect the people and goals that matter most.

Swipe through our estate planning quiz to test your knowledge and uncover a few key considerations.

At Unleashed Financial, we help clients coordinate estate planning with investment management, risk management, retirement planning, and the broader financial decisions ahead. Have questions about your financial plan? We are here to help.

Summer travel is calling, and we know many of you are gearing up for some much‑needed time away. Before you head out, it’s a great moment to check in on whether your vacation plans align with your financial goals.

This month’s quiz is all about vacation spending—swipe through to see how travel‑ready your finances are and pick up a few tips along the way.

If you’re looking for support with budgeting, planning for upcoming trips, or getting a clearer picture of your overall financial strategy, Unleashed Financial is here to help. I specialize in guiding Gen X and Gen Y tech professionals in Seattle and Kirkland through financial planning, equity compensation, and long‑term goals.

Have a question you’ve been putting off? Drop it in the comments or reach out to us anytime.

Mid-year is a good moment to check in on your plan, especially if life has shifted lately. When your income, your family, or your risk picture changes, your plan should move right along with it.
A few life events that usually mean it's time for a review:

🔵 Career or income changes: Promotions, job moves, or shifting comp like RSUs and bonuses change how you plan for retirement and handle cash flow.
🔵 Marriage or partnership changes: Combining finances, or splitting them back apart, affects debt, investing, and your long-term goals.
🔵 Divorce or separation: New expenses and changes to your assets or income may mean adjusting how much risk you carry and what you save for.
🔵 A new baby or adoption: A kid brings a whole new set of planning needs, near-term and long.
🔵 Inheritance or a windfall: A sudden chunk of cash is a chance to strengthen your plan, as long as you're intentional about it.
🔵 Buying a home or relocating: Big housing moves change your cash on hand, your debt, and how much wiggle room you've got.

Life moves fast, and your plan should keep up. If you want help figuring out how a recent change affects your strategy, I'm here.

Which of these hit you in the last year? Sometimes it's more than one at once.

A job search can stretch on longer than anyone expects these days. It's a tough spot to be in, and it's one more reason a solid financial plan matters before you need it.

If you or someone you know hits an unexpected job loss, having clear steps for your emergency savings, cash flow, and longer-term plan can make a stressful stretch feel a lot more manageable.

I work with Gen X and Gen Y professionals around Seattle on building plans that hold up through the ups and downs. If you'd like to talk through emergency funds, retirement planning, or what to do with equity comp during a job transition, I'm here.

Three months of expenses, six months, a year. What's your number for an emergency fund?

Staying confident in your financial plan matters, especially when life and markets get busy. I help clients make sense of their investments, talk through strategy, and keep their goals front and center.

If you're a Seattle-area tech professional who wants help with equity compensation, retirement planning, or just getting your accounts coordinated, I'm a virtual meeting away.

Reach out anytime at (425) 954-6781. I'd love to connect.

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affecting household budgets: shrinkflation. Swipe through for a breakdown of how they differ and how each is felt in everyday life.

We hope this breakdown is helpful. If you have questions about your overall financial strategy, don’t hesitate to reach out. We can help you evaluate your current strategy and make adjustments where needed.

We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball variety. Given the emphasis on brackets this month, now can be a great time to review your 2026 federal tax bracket before the year gets too far along.

Understanding where your income is likely to fall can help you plan ahead and avoid surprises. Swipe to learn more.

Curious how these changes might affect your broader financial plan? From retirement contributions to estate strategies, we can help you align your goals with today’s tax landscape. Give us a call today.