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63
advisory
annuity
auto
auto_loan
bank_checking
bank_savings
bookkeeping
brokerage
cd
credit
dba
device
dmv
government_benefit
health
homeowners
identity
ira_custodial
land
liability
llc_general
municipal
provider
real_estate_residential
retirement
tax
tax_federal
umbrella
Account
35
0% complete
Hamrick Investment Advisors
advisory · 0 docs
0% complete
Jackson Annuity - Anne
annuity · 0 docs
0% complete
Jackson Annuity - Denny
annuity · 0 docs
0% complete
MetLife/Brighthouse Annuity - Anne
annuity · 0 docs
0% complete
NY Life Annuity - Anne
annuity · 0 docs
0% complete
NY Life Annuity - Denny
annuity · 0 docs
0% complete
Principal Annuity - Anne
annuity · 0 docs
0% complete
Ford Credit
auto_loan · 0 docs
0% complete
Chase Checking 0533
bank_checking · 0 docs
0% complete
Parents Wells Fargo (Trust)
bank_checking · 0 docs
0% complete
Titan Bank (Irvine SDIRA)
bank_checking · 0 docs
0% complete
Wells Fargo
bank_checking · 0 docs
0% complete
WF Savings (Parents)
bank_savings · 0 docs
0% complete
Digits
bookkeeping · 0 docs
0% complete
Brookfield Business Partners LLP
brokerage · 0 docs
0% complete
Fidelity - Anne Individual
brokerage · 0 docs
0% complete
Parents Schwab
brokerage · 0 docs
0% complete
Real Estate Investments
brokerage · 0 docs
0% complete
TD Ameritrade
brokerage · 0 docs
0% complete
Umpqua Bank CD
cd · 0 docs
0% complete
Capital One Venture X
credit · 0 docs
0% complete
Chase Card 4990
credit · 0 docs
0% complete
Chase Card 6404
credit · 0 docs
0% complete
Chase Card 8136
credit · 0 docs
0% complete
Chase Card 9514
credit · 0 docs
0% complete
Parents Social Security - Anne
government_benefit · 0 docs
0% complete
Parents Social Security - Denny
government_benefit · 0 docs
0% complete
Fidelity - Roth IRA Anne
ira_custodial · 0 docs
0% complete
Fidelity - Roth IRA Denny
ira_custodial · 0 docs
0% complete
Fidelity - Trad IRA Anne
ira_custodial · 0 docs
0% complete
Fidelity - Trad IRA Denny
ira_custodial · 0 docs
0% complete
Horizon Trust (IRA Custodian)
ira_custodial · 0 docs
0% complete
DL&A QPP 401K
retirement · 0 docs
0% complete
Fidelity - Pension Trust (DL&A)
retirement · 0 docs
0% complete
Retirement Accounts
retirement · 1 doc
0% complete
Policy
8
0% complete
Hagerty Insurance
auto · 1 doc
0% complete
Liberty Mutual - Auto (Parents)
auto · 0 docs
0% complete
AppleCare+
device · 1 doc
0% complete
LCHB Healthcare Plan
health · 1 doc
0% complete
Liberty Mutual - Home (Parents)
homeowners · 0 docs
0% complete
Liberty Mutual - Property Irvine (Parents)
homeowners · 0 docs
0% complete
Liberty Mutual - PLP (Parents)
liability · 0 docs
0% complete
Liberty Mutual - Umbrella (Parents)
umbrella · 0 docs
0% complete
Business
6
2% complete
Central District Designs
dba · 1 doc
0% complete
Central District STRS
dba · 0 docs
0% complete
Nodiggity Vintage
dba · 0 docs
0% complete
Lord Farquaad SDIRA LLC
llc_general · 0 docs
0% complete
Stratum Collective
llc_general · 1 doc
0% complete
Wherewithal Ventures LLC
llc_general · 2 docs
16% complete
Government
6
22% complete
WA DMV
dmv · 1 doc
33% complete
Global Entry
identity · 1 doc
33% complete
US Passport
identity · 1 doc
33% complete
City of Seattle
municipal · 1 doc
33% complete
WA State DOR
tax · 0 docs
0% complete
IRS (Federal)
tax_federal · 0 docs
0% complete
Property
5
0% complete
Kern County Land Parcels (x2)
land · 0 docs
0% complete
2450 Dexter Ave N
real_estate_residential · 0 docs
0% complete
937 21st Ave
real_estate_residential · 2 docs
0% complete
Irvine Rental Property
real_estate_residential · 0 docs
0% complete
Sammamish House (Primary Residence)
real_estate_residential · 0 docs
0% complete
Vehicle
2
0% complete
Audi Q5E
auto · 1 doc
0% complete
Audi SQ5E
auto · 1 doc
0% complete
Health
1
0% complete
Virginia Mason
provider · 0 docs
0% complete
Hamrick Investment Advisors
Account · advisory · 0 docs
0% complete
Jackson Annuity - Anne
Account · annuity · 0 docs
0% complete
Jackson Annuity - Denny
Account · annuity · 0 docs
0% complete
MetLife/Brighthouse Annuity - Anne
Account · annuity · 0 docs
0% complete
NY Life Annuity - Anne
Account · annuity · 0 docs
0% complete
NY Life Annuity - Denny
Account · annuity · 0 docs
0% complete
Principal Annuity - Anne
Account · annuity · 0 docs
0% complete
Audi Q5E
Vehicle · auto · 1 doc
0% complete
Audi SQ5E
Vehicle · auto · 1 doc
0% complete
Hagerty Insurance
Policy · auto · 1 doc
0% complete
Liberty Mutual - Auto (Parents)
Policy · auto · 0 docs
0% complete
Ford Credit
Account · auto_loan · 0 docs
0% complete
Chase Checking 0533
Account · bank_checking · 0 docs
0% complete
Parents Wells Fargo (Trust)
Account · bank_checking · 0 docs
0% complete
Titan Bank (Irvine SDIRA)
Account · bank_checking · 0 docs
0% complete
Wells Fargo
Account · bank_checking · 0 docs
0% complete
WF Savings (Parents)
Account · bank_savings · 0 docs
0% complete
Digits
Account · bookkeeping · 0 docs
0% complete
Brookfield Business Partners LLP
Account · brokerage · 0 docs
0% complete
Fidelity - Anne Individual
Account · brokerage · 0 docs
0% complete
Parents Schwab
Account · brokerage · 0 docs
0% complete
Real Estate Investments
Account · brokerage · 0 docs
0% complete
TD Ameritrade
Account · brokerage · 0 docs
0% complete
Umpqua Bank CD
Account · cd · 0 docs
0% complete
Capital One Venture X
Account · credit · 0 docs
0% complete
Chase Card 4990
Account · credit · 0 docs
0% complete
Chase Card 6404
Account · credit · 0 docs
0% complete
Chase Card 8136
Account · credit · 0 docs
0% complete
Chase Card 9514
Account · credit · 0 docs
0% complete
Central District Designs
Business · dba · 1 doc
0% complete
Central District STRS
Business · dba · 0 docs
0% complete
Nodiggity Vintage
Business · dba · 0 docs
0% complete
AppleCare+
Policy · device · 1 doc
0% complete
WA DMV
Government · dmv · 1 doc
33% complete
Parents Social Security - Anne
Account · government_benefit · 0 docs
0% complete
Parents Social Security - Denny
Account · government_benefit · 0 docs
0% complete
LCHB Healthcare Plan
Policy · health · 1 doc
0% complete
Liberty Mutual - Home (Parents)
Policy · homeowners · 0 docs
0% complete
Liberty Mutual - Property Irvine (Parents)
Policy · homeowners · 0 docs
0% complete
Global Entry
Government · identity · 1 doc
33% complete
US Passport
Government · identity · 1 doc
33% complete
Fidelity - Roth IRA Anne
Account · ira_custodial · 0 docs
0% complete
Fidelity - Roth IRA Denny
Account · ira_custodial · 0 docs
0% complete
Fidelity - Trad IRA Anne
Account · ira_custodial · 0 docs
0% complete
Fidelity - Trad IRA Denny
Account · ira_custodial · 0 docs
0% complete
Horizon Trust (IRA Custodian)
Account · ira_custodial · 0 docs
0% complete
Kern County Land Parcels (x2)
Property · land · 0 docs
0% complete
Liberty Mutual - PLP (Parents)
Policy · liability · 0 docs
0% complete
Lord Farquaad SDIRA LLC
Business · llc_general · 0 docs
0% complete
Stratum Collective
Business · llc_general · 1 doc
0% complete
Wherewithal Ventures LLC
Business · llc_general · 2 docs
16% complete
City of Seattle
Government · municipal · 1 doc
33% complete
Virginia Mason
Health · provider · 0 docs
0% complete
2450 Dexter Ave N
Property · real_estate_residential · 0 docs
0% complete
937 21st Ave
Property · real_estate_residential · 2 docs
0% complete
Irvine Rental Property
Property · real_estate_residential · 0 docs
0% complete
Sammamish House (Primary Residence)
Property · real_estate_residential · 0 docs
0% complete
DL&A QPP 401K
Account · retirement · 0 docs
0% complete
Fidelity - Pension Trust (DL&A)
Account · retirement · 0 docs
0% complete
Retirement Accounts
Account · retirement · 1 doc
0% complete
WA State DOR
Government · tax · 0 docs
0% complete
IRS (Federal)
Government · tax_federal · 0 docs
0% complete
Liberty Mutual - Umbrella (Parents)
Policy · umbrella · 0 docs
0% complete
Name
Type
Status
Docs
Tags
💰
Hamrick Investment Advisors
advisory
active
0
💰
Jackson Annuity - Anne
annuity
closed
0
💰
Jackson Annuity - Denny
annuity
active
0
💰
MetLife/Brighthouse Annuity - Anne
annuity
closed
0
💰
NY Life Annuity - Anne
annuity
closed
0
💰
NY Life Annuity - Denny
annuity
closed
0
💰
Principal Annuity - Anne
annuity
closed
0
🚗
Audi Q5E
auto
active
1
🚗
Audi SQ5E
auto
active
1
📋
Hagerty Insurance
auto
active
1
📋
Liberty Mutual - Auto (Parents)
auto
active
0
💰
Ford Credit
auto_loan
closed
0
💰
Chase Checking 0533
bank_checking
active
0
💰
Parents Wells Fargo (Trust)
bank_checking
active
0
💰
Titan Bank (Irvine SDIRA)
bank_checking
active
0
💰
Wells Fargo
bank_checking
active
0
💰
WF Savings (Parents)
bank_savings
closed
0
💰
Digits
bookkeeping
active
0
💰
Brookfield Business Partners LLP
brokerage
closed
0
💰
Fidelity - Anne Individual
brokerage
closed
0
💰
Parents Schwab
brokerage
active
0
💰
Real Estate Investments
brokerage
active
0
💰
TD Ameritrade
brokerage
closed
0
💰
Umpqua Bank CD
cd
closed
0
💰
Capital One Venture X
credit
active
0
💰
Chase Card 4990
credit
active
0
💰
Chase Card 6404
credit
active
0
💰
Chase Card 8136
credit
active
0
💰
Chase Card 9514
credit
active
0
📁
Central District Designs
dba
active
1
📁
Central District STRS
dba
active
0
📁
Nodiggity Vintage
dba
active
0
📋
AppleCare+
device
active
1
🏛
WA DMV
dmv
active
1
💰
Parents Social Security - Anne
government_benefit
closed
0
💰
Parents Social Security - Denny
government_benefit
active
0
📋
LCHB Healthcare Plan
health
active
1
📋
Liberty Mutual - Home (Parents)
homeowners
active
0
📋
Liberty Mutual - Property Irvine (Parents)
homeowners
active
0
🏛
Global Entry
identity
active
1
🏛
US Passport
identity
active
1
💰
Fidelity - Roth IRA Anne
ira_custodial
closed
0
💰
Fidelity - Roth IRA Denny
ira_custodial
closed
0
💰
Fidelity - Trad IRA Anne
ira_custodial
closed
0
💰
Fidelity - Trad IRA Denny
ira_custodial
closed
0
💰
Horizon Trust (IRA Custodian)
ira_custodial
active
0
🏠
Kern County Land Parcels (x2)
land
active
0
📋
Liberty Mutual - PLP (Parents)
liability
active
0
📁
Lord Farquaad SDIRA LLC
llc_general
active
0
📁
Stratum Collective
llc_general
active
1
📁
Wherewithal Ventures LLC
llc_general
active
2
🏛
City of Seattle
municipal
active
1
📁
Virginia Mason
provider
active
0
🏠
2450 Dexter Ave N
real_estate_residential
sold
0
🏠
937 21st Ave
real_estate_residential
active
2
🏠
Irvine Rental Property
real_estate_residential
active
0
🏠
Sammamish House (Primary Residence)
real_estate_residential
active
0
💰
DL&A QPP 401K
retirement
closed
0
💰
Fidelity - Pension Trust (DL&A)
retirement
closed
0
💰
Retirement Accounts
retirement
active
1
🏛
WA State DOR
tax
active
0
🏛
IRS (Federal)
tax_federal
active
0
📋
Liberty Mutual - Umbrella (Parents)
umbrella
active
0
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