Schmidt Financial Management, Inc.

Schmidt Financial Management, Inc. Where execs and tech professionals go for financial advice

08/25/2026

Chocolates stocked ✅!

Let the busy season begin!



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

08/25/2026

Chocolates stocked ✅!

Let the busy season begin!



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

08/20/2026

QSBS? If you know, you know.

If you don't, we have a new blog that can help! https://bit.ly/4x6nTct



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

08/13/2026

Mac’s point about the ten-year gap really puts this into perspective.

Children can begin forming their connection with money years before they receive any formal financial education. During that time, they are still learning. The question is what is filling the gap.

Small, age-appropriate conversations at home can help kids build understanding and confidence much earlier.

Listen as Mac explains why we should not wait to start talking about money.

If you want to find out more about Mac's book check it out here: https://bit.ly/4zb78hN



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

08/11/2026

We loved creating our new office space. Take a walk with Evan Schmidt, Principal Advisor, for a tour!

P.S. Bonus points for who can guess what teen movie scene we think resembles our office window view. 🎬

*Hint: This movie was meant to portray a small town on the Olympic coast.

Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

We are honored to be named a 2026 5-Star RIA Firm for High-Net-Worth Clients by InvestmentNews.This recognition is espec...
08/07/2026

We are honored to be named a 2026 5-Star RIA Firm for High-Net-Worth Clients by InvestmentNews.

This recognition is especially meaningful because it reflects the focus at the heart of our firm: helping high-net-worth individuals and families navigate complex financial lives with thoughtful, personalized guidance.

Thank you to our clients for the trust you place in our team. We are proud to continue serving you.

Read more: https://bit.ly/4hmNmtr

*Disclaimer: The ranking was given by a person other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this ranking. InvestmentNews awarded the ranking in July 2026. Selection was based on publicly available SEC Form ADV data and was not based on investment performance or client satisfaction. The recognition was not pay-to-play. The complete list of firms can be viewed using the link above.

08/06/2026

We love how simply Mac breaks this down.

There are four basic things we can do with money: spend it, save it, invest it, or give it away.

Introducing all four choices early helps kids understand that money is not only for buying something today. It can also be saved for later, given the opportunity to grow, or used to help someone else.

In this clip, Mac shares how that simple idea became the foundation for The Four Money Bears.



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

If you’re choosing between an HSA and an FSA, the “best” answer depends on whether you’re optimizing for today’s cash fl...
08/05/2026

If you’re choosing between an HSA and an FSA, the “best” answer depends on whether you’re optimizing for today’s cash flow or long‑term tax‑free growth.

HSA:
• needs an HDHP + rolls over year to year
• can be invested (triple tax advantage)
• you can cash flow expenses

FSA:
• use‑it‑or‑lose‑it (with limited carryover/grace rules)
• great for predictable near‑term expenses

A quick rule of thumb:
• predictable expenses → FSA can help
• long runway + ability to invest → HSA often shines



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

Your kids are learning about money before you ever sit them down to talk about it, and they notice more than we think. T...
08/04/2026

Your kids are learning about money before you ever sit them down to talk about it, and they notice more than we think.

They hear the conversations.

They see the stress.

They watch the choices.

They absorb the habits.

The goal is not to be perfect with money, but to be intentional.

One of the most powerful financial lessons we can give our children is not found in a textbook. It is modeled in everyday life.

How we talk about, spend, save, and give money, even when money feels stressful. Those moments become part of the financial story our children carry with them.

The good news? We do not have to model perfection. We can model honesty, consistency, generosity, and thoughtful decision-making.

Thanks, Mac, for this insight!



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

Open enrollment is the easiest time to upgrade your financial plan, because it’s the one time you can change benefits wi...
08/03/2026

Open enrollment is the easiest time to upgrade your financial plan, because it’s the one time you can change benefits without a life event.

Save this checklist and run through it before you click “submit.”



Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.

Address

3435 Carillon Point
Kirkland, WA
98033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14258939195

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