Schmidt Financial Management, Inc.

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

Employee benefits evolve alongside careers. Promotions, job changes, equity events, marriage, and children all impact ho...
07/23/2026

Employee benefits evolve alongside careers. Promotions, job changes, equity events, marriage, and children all impact how benefits should be used. Regular reviews ensure your strategy remains aligned with what matters most, today and in the future.



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.

07/21/2026

Most money issues in relationships are pretty common. Thanks, Raffi, for reminding us that we often differ in our spending habits, and it's probably not the end of the world!



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.

Long-term disability insurance is one of the most important and least reviewed benefits for high earners. Replacing 50–6...
07/20/2026

Long-term disability insurance is one of the most important and least reviewed benefits for high earners. Replacing 50–60% of income may not be sufficient depending on:

• Fixed expenses
• Tax treatment of benefits
• Length of potential disability

Understanding how LTD fits into your broader cash flow and protection strategy is essential.



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.

Young adulthood comes with a lot of firsts: first applications, first interviews, first rejections, first mistakes, firs...
07/17/2026

Young adulthood comes with a lot of firsts: first applications, first interviews, first rejections, first mistakes, first moments of wondering, “Did I mess everything up?”

But a hard outcome is not the same thing as a permanent identity.

A rejection letter is data.

A wrong-fit job is information.

A mistake is feedback.

A detour is not a dead end.

The goal is not to avoid failure completely. The goal is to learn how to move through it without turning it into a story about your worth.



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.

Life and disability insurance don’t create upside, but they can help protect everything you’ve built. For high earners, ...
07/16/2026

Life and disability insurance don’t create upside, but they can help protect everything you’ve built. For high earners, default employer coverage often falls short of actual income replacement or family needs. Evaluating coverage levels, benefit taxation, and supplemental options helps ensure your plan remains resilient, even when life changes unexpectedly.



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.

Leaving a company with RSUs? The answer is not always as simple as vested shares stay and unvested shares go.Upcoming ve...
07/15/2026

Leaving a company with RSUs? The answer is not always as simple as vested shares stay and unvested shares go.

Upcoming vesting dates, severance terms, taxes, concentration risk, and replacement equity can all affect the true financial impact of a career move.

Before you resign, sign a separation agreement, or accept a new offer, it helps to understand the full picture.

Read our latest Equity 411 blog to learn what may happen to your RSUs when you leave a company. https://bit.ly/3ReeUq7



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.

07/14/2026

Raffi Grinberg shared this relatable story when we chatted with him about his book How to Be a Grown Up. Has this happened to you, too? If so, don't stress, it's not that uncommon.



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.

Flexible Spending Accounts reduce taxable income, but only if funds are used properly. Because most FSAs are subject to ...
07/13/2026

Flexible Spending Accounts reduce taxable income, but only if funds are used properly. Because most FSAs are subject to use-it-or-lose-it rules, contribution amounts should be based on predictable expenses, not rough guesses. Planning around childcare, prescriptions, or scheduled medical care helps ensure FSAs deliver value rather than forfeitures.



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're excited to share that Evan Schmidt has been recognized as an AdvisorHub Advisor to Watch for 2026.This recognition...
07/10/2026

We're excited to share that Evan Schmidt has been recognized as an AdvisorHub Advisor to Watch for 2026.

This recognition reflects Evan's commitment to helping technology executives and professionals navigate complex financial decisions with thoughtful, relationship-driven advice. We're grateful for the trust our clients place in us and proud to see Evan's dedication recognized.

Congratulations, Evan, on this well-deserved honor! 👏



*Disclaimer: The rankings presented were given by someone other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this ranking. These rankings were generated from December 2024 through December 2025. View rankings here: https://bit.ly/4eUJa2j

For many graduates or young professionals, the first job can feel intimidating.You may feel pressure to prove yourself, ...
07/09/2026

For many graduates or young professionals, the first job can feel intimidating.

You may feel pressure to prove yourself, have all the answers, or look like you know exactly what you are doing.

But one of the best ways to stand out early in your career is simpler than that: become someone people can rely on.

✅Ask good questions.
✅Follow through.
✅Communicate clearly.
✅Notice what needs to be done.
✅Make your manager’s life easier.

You do not need to be perfect to be valuable. You need to be dependable, curious, and willing to learn.



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

Website

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