News & Happenings

Category: Transportation


Exploring the Psychology and Emotions Behind Decision Making

When it comes to money, our decisions are more than just numbers on a page. They're reflections of our emotions and thoughts, deeply intertwined with how we perceive and interact with the world around us.

One of the biggest influences on our financial decisions is our relationship...

Read More



Save First Reopens

To Our Community

We are thrilled to announce that Save First Financial Wellness has found a new home! In partnership with Lighthouse Financial Foundation, Save First will continue to serve the Washington and Oregon communities beginning August 1, 2023.

Lighthouse Foundation...

Read More



Save First Closes Doors at Catholic Charities of Oregon

To Our Community,

It is with a heavy heart that we announce Save First Financial Wellness will be closing our doors at Catholic Charities of Oregon after a fruitful 13 years of serving over 20,000 members of the Portland metro and beyond.

Our final day with Catholic Charities of...

Read More



What Is The Right Amount Of Retirement Money For Me?

During an appointment I had with a client on retirement recently, the conversation moved to questions related to how much money would be necessary for them save in order to retire. Is my investment allocation appropriate? How much do I need in savings?

These questions focus on the...

Read More



Values- What is Important to You?

It is good practice for all of us to know both what is important and what is enjoyable in life. This topic is discussed during the client meetings where I often ask clients to find a place where they can relax, free up their minds and think about it. Contemplate what you would like...

Read More


The Save First Blog

This is a financial blog designed to help you meet your financial goals. Our team of financial educators, counselors, and coaches discuss relevant topics for everyday financial matters.