Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

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      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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Feb 28 2025

Cleaning and Organizing … the Swedish Way

There are many organizational methods for reducing our clutter and making our spaces more efficient, tidy, and serene. There is the “One-Touch Method” which bucks procrastination in favor of putting things away immediately after use, and the “Neat Method” which employs various color-coded containers and labeling for sorting and display. The KonMari method from Japan instructs organizers to ask themselves if their items still spark joy in them, and if not, to release the belongings with gratitude. And, yet another approach has risen in popularity, this time from Sweden, known as “döstädning,” or the translated “death cleaning,” which seeks to reduce clutter and stress from an aging person’s home and life.

While it may sound severe, the idea of döstädning is actually a very thoughtful and respectful exercise for both the individual and their loved ones. Contrary to KonMari, which centers on the individual’s attachment to their possessions, this approach asks how family and survivors will feel about the items left behind after a loved one’s death. Margareta Magnussen, author of “The Gentle Art of Swedish Death Cleaning,” explains how employing döstädning can streamline an individual’s space and create a peaceful environment in which they can focus on what matters to them at that stage of life. The process of sorting and gifting belongings and communicating with family and friends about what they would like to have can often bring loved ones closer together, and may minimize the future burden on family members, allowing them to focus on grieving rather than a large clean-out project.

For those interested in the process of döstädning, professionals recommend the following:

  1. Tell your family about this process you are undertaking, what you hope to get out of the experience and ask them what items they would like to inherit from you.
  2. Start with your clothing and closets, sorting through what does and does not fit and what can be donated to charity.
  3. Declutter furniture, décor, and household items by room and then size, gifting functional pieces to family and friends and donating the rest.
  4. Address digital information and share details for important vendors such as your bank and insurance provider to your next of kin.
  5. Take stock of valuable jewelry and heirlooms and communicate with your insurance provider regarding appropriate coverage. Next, give some thought to who you will leave these items to and make those wishes apparent in your documents.
  6. Gather your paperwork and leave clear instructions regarding your will, advance health directive, power of attorney and any other related documents to your intended survivors.

While it may seem like a big undertaking, döstädning can give practitioners the chance to find memory and meaning in their possessions, as well as a sense of lightness and contentment when they let them go.

To connect with a client relationship manager, email info@vcmi.net.

Written by Liz Swagerty Olsen · Categorized: CHARITABLE GIVING, DIVORCE, ESTATE PLANNING, FINANCIAL ADVISOR, FINANCIAL PLANNING, PERSONAL FINANCE, RETIREMENT PLANNING, UNCATEGORIZED · Tagged: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, Personal Finance, RETIREMENT PLANNING

Aug 01 2024

How We Collaborate with your Professional Partners

As your financial and investment advisors, we know that understanding the whole picture of a client’s life is crucial to providing the best advice and plan. In this video, we share how we work with your accountants, attorneys and insurance professionals to address all the areas of your financial circumstances and plan for your future.

Want to find out more about working with Vision Capital?

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Written by Liz Swagerty Olsen · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, INSURANCE, MEDICARE, RETIREMENT PLANNING · Tagged: FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, PORTLAND OREGON FINANCIAL PLANNER, WEALTH MANAGEMENT

Apr 27 2024

Financial Planning – Estate Plan Review

Your legacy is important. Make sure it’s preserved the way you intend with an Estate Plan review with your team at Vision Capital. Together, we’ll review your investments for beneficiary and contingent beneficiary designations. Revisiting these on an ongoing basis allows you to rest assured that your loved ones are thoughtfully accounted for.
[Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING · Tagged: FINANCIAL PLANNING

Feb 03 2023

Trusts and Estate Planning

What is a trust?

A trust is a legal arrangement that allows a third-party (known as a trustee) to manage assets on behalf of a beneficiary or beneficiaries. A trust is set-up by a person known as the grantor, sometimes also referred to as a trustor, who determines what assets are to be added to the trust and names the trustee and beneficiaries. Property put in trust is legally owned by the trust and can be any type of asset, including cash, securities, life insurance policies, or a home or other real estate.

Trusts and Estate Planning

[Read more…]

Written by Maria Malloy · Categorized: ESTATE PLANNING · Tagged: TRUSTS

Oct 30 2022

The Importance of End-of-Life Planning

End-of-life planning is not at the top of our to do list, especially when we are healthy. Unfortunately, death is inevitable. As Kilroy Oldster said, “death is the great equalizer of human beings.” We all experience death, it’s unavoidable. For many of us, it is an uncomfortable and even taboo subject matter to approach. Here is where a financial advisor can play a significant role in helping you plan for that moment, ease your anxiety, and help your loved one act on your wishes efficiently and accurately. End-of-Life planning [Read more…]

Written by Maddie Steinbrenner · Categorized: ESTATE PLANNING, FINANCIAL PLANNING · Tagged: ESTATE PLANNING

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Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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