Level Up Financial Coaching
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2942 Evergreen Parkway suite 425, Evergreen CO
🌳 I sat in the park last Friday and watched something that’s stuck with me.
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A mother and her two grown daughters laid out a full lunch spread on a blanket.
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They ate slowly. Talked for over an hour. Cleaned up without checking the time.
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Then, they did something I didn’t expect:
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They stayed.
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🌞 One did a crossword. Another napped on the grass. They laughed at inside jokes. Together. They didn’t go anywhere.
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No phones. No rush. Nowhere else to be.
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For at least another two hours.
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Lisbon keeps subtly reminding me:
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The walking is FAST. Especially up these hills.
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But the moment people arrive somewhere? The rush is gone.
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Time stops being something to manage.
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It just is.
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⏳ My “productive” spirit got really loud after 15 years of corporate. The voice that says even rest needs an output. Even the outdoors became somewhere I “go to recharge for later.”
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Lisbon is gently calming that voice.
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It’s teaching me that being right here, right now, with the people you love, IS the thing.
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Not a means to the thing. THE thing.
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🌳 Drop a 🌞 if you needed this reminder today.
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📍 Lisbon, Portugal
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Everybody told Jamie to buy a house. 🏠
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Her dad said real estate was smart.
Her friends were all buying.
It was the next logical step once you had enough saved.
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So she saved. And saved. And saved.
$100,000 sitting in cash, building toward something she couldn’t quite name.
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When I finally asked her, “Why do YOU want to buy a house?” she had a smart answer for everything else we’d ever discussed.
But not that.
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Because nobody had ever asked her to separate what she wanted from what she’d been told to want.
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That’s the “should” trap.
It doesn’t look like a mistake from the outside.
It looks like a responsible plan. A growing balance. A life checking all the right boxes.
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But underneath it is a question nobody thought to ask you.
What do you actually want?
Not what your parents wanted for you.
Not what your peers are doing.
Not what the next logical step is supposed to be.
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What do YOU want? 👇Not what you “should”, but what feels true to you.
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💬 Drop it in the comments.
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05/14/2026
Jamie had over $100K in cash. And she was right not to invest it. At first. 💰
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I spent months trying to "math" her into investing.
Spreadsheets. Projections. "Cash drag" on repeat.
It didn't work.
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Because she didn't have a math problem.
She had a security gap.
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Before any investing conversation could happen, every "what if" in her head needed a home.
An emergency fund. A travel fund. A car fund. Even a Mili fund. 🐶
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Once every short-term fear had its own dedicated bucket, something shifted.
The remaining cash finally had nowhere left to hide.
And she finally felt safe enough to invest the rest.
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Swipe to see exactly how we did it.
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💬 Are you sitting on cash because something feels unprotected? Tell me what your biggest "what if" is in the comments.
04/20/2026
🌲 The one thing I was most afraid of leaving behind in Montana?
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Trees.
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Not our Missoula friends. Not our mountain adventures. Not even Big Sky country.
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Trees.
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We carry our friends with us around the world. Community? We build that wherever we land. 🌍
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Here’s what kept looping in my head before we moved to Lisbon:
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Would the concrete jungle be too much for my system?
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Would I forget how to unplug?
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Would I revert back to the burnt-out version of me that lived in corporate Denver?
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Because years in Montana rewired me. Miles of trail. Silence. Wildlife in the backyard. That kind of nature became NON-NEGOTIABLE.
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And I was terrified Lisbon would strip it away. 🏙️
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Here’s what actually happened:
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I walk miles on cobblestone every day.
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But when I need some grounding nature? It’s right there.
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🌴 A few hours at Estufa Fria, wandering through thousands of plants.
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🌳 An hour in our local park, brimming with well-kept old-growth.
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🌲🌳🎋🌷🌺🌱🌵🌳🌲 Botanical refuges tucked all over the city.
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Is it Big Sky country? No.
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But it fits the piece of the puzzle I’ve made NECESSARY in the life Jamie and I are designing.
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Turns out what I needed wasn’t Montana. It was trees to wander under. 🌿
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Lisbon gives me that.
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💬 Comment your “non-negotiable” below. I want to know what’s sacred in the life you’re building.
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📍 Lisbon, Portugal
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| Wednesday | 9am - 6pm |
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