About Levels
  • We've structured content into Levels, with each one having a theme
  • Levels do not need to be completed in any particular order
  • Each level has 3-5 "snackable" lessons which should take <10 minutes each
  • Each lesson will have 2-3 concrete steps to take. We're about action here at Fireside Finances!
  • Each lesson will have an accompanying video (coming soon)
Level 1 - Quick Wins
Level 2 - Investing 101
  • Lesson 1 - Precedence of Investing
  • Lesson 2 - Time Value of Money
  • Lesson 3 - Pesky Fees

Level 3 - Investing 201
  • Lesson 1 - The Beautiful Roth IRA
  • Lesson 2 - Roth vs. Traditional
  • Lesson 3 - Asset Allocation

Level 4 - I'm an Academy Cadet!
Level 5 - Diapers & Dollars
  • Lesson 1 - Will & Legal Docs
  • Lesson 2 - 529
  • Lesson 3 - HSA/FSA
  • Lesson 4 - Other must-do's as new parents

Level 6 - New Job
  • Lesson 1 - 401(k)
  • Lesson 2 - ESOP
  • Lesson 3 - FSA/HSA

Level 7 - Insurance
  • Lesson 1 - Medical
  • Lesson 2 - Life
  • Lesson 3 - Disability
  • Lesson 4 - Homeowners & Personal Property
  • Lesson 5 - Umbrella

Level 8 - Home Buying
  • Lesson 1 - Mortgage shopping
  • Lesson 2 - Rent vs. Buy
  • Lesson 3 - Credit score prep
Fireside Finances
2315 Lincoln Ave.
​Alameda, CA 94501
Fireside Finances, LLC is a Washington State registered business. All information contained within is provided for educational purposes only and should not be interpreted as financial advice. Readers are encouraged to speak with their financial professional or tax professional. Fireside Finances, LLC does not provide tax advice. Past performance is not a guarantee of future results. Fireside Finances, LLC does not receive compensation or affiliate revenue from any of the companies referenced on the site. 
Fireside Finances, LLC is a registered investment adviser in the State of Washington and the State of California. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.