Upleft, LLC

05/29/2026

"I can’t tell anyone what their second act should look like, only that they should plan for it."

There is a trap I see many people fall into when we begin the financial planning process. We talk about "Time Horizons" as if they are finish lines. The problem is that the office door isn't a finish line; it’s often just a rest station at the halfway point of the marathon.

05/21/2026

“A little bit of extra income in one year could end up costing someone thousands in higher healthcare costs over the next couple of years,” says Matt Miller, a financial planner with the Port Angeles, Washington-based advisory Upleft.

While going back to work can provide a welcome financial boost, it may also reshape your tax bill, Social Security benefits and long-term retirement strategy in ways that aren’t obvious.

05/08/2026

What an incredible evening at the Peninsula Behavioral Health Gala! We are inspired by the stories shared and the collective dedication to mental health and wellness in our region.
Upleft is proud to be a Gold Sponsor of such a worthy cause.
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The night was made even better by the fantastic group at our table. It was a privilege to host such a diverse group of leaders and advocates:
​Matt Miller (Founder at Upleft) and Amy Miller (Port Angeles City Council Member)
​Angie and Jason Gooding, dedicated educators and community advocates.
​Holly and Patrick Irwin Law Firm is a valued legal professional and a friendly resource to the Upleft team.
​Joe Descala, the visionary founder behind 4PA and the Touchstone Campus.
​Robert Zajkowski, our newest Advisor to the Upleft team.

​From the moving keynote to the energy in the Field Arts & Events Hall, the night was a reminder that progress happens when we show up for one another.

Thanks to Jesse Major Photography for the candid shots!

Thank you to everyone who joined us!
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04/28/2026

You may notice that the entryway to our office is looking a bit different, as of late. April is Autism Awareness Month, and the new "blue" look is to show our support for Liam’s Lights and their mission to increase acceptance of those with autism. We encourage you to check out their page or stop by the office to learn a little more about Liam's Lights.

04/24/2026

Finding the right people to join Upleft requires sustained, focused effort. As is often the case, this search has led to terrific results, even when some of what we were looking for was hiding in plain sight.

We always keep a careful eye out for people with an abundance of intelligence, a splash of creativity, and the soul of a teacher. Most importantly, we seek those with an undeniable drive to put others' well-being ahead of their own. It is with no small amount of pride that we introduce Rob.

Rob joined our team in January. Beyond his intelligence, he brings extensive professional experience in the field of literal intelligence and high-stakes decision-making. Get to know him, and you will recognize the traits of both a craftsman and a storyteller.

Read more about him on his Upleft Bio page.

What makes Robert someone you should know.

03/18/2026

We are honored to support Peninsula Behavioral Health and the important work they do for our community. At Upleft, we believe that prosperity isn't just about finances. It's about the well-being of all of our neighbors. We’re proud to be a Gold Sponsor for the 2026 Annual Gala!

✨ Sponsor Spotlight ✨
A heartfelt thank you to Upleft, LLC, a valued Gold Sponsor of our 2026 Annual Gala, for helping support our community and raising funds for the new Youth and Family Services Center. Your partnership is making a meaningful impact. 💙 https://pbh2026gala.givesmart.com

01/06/2026

One of the largest firms in our industry is shutting down a “hybrid robo-advisor” service. It was supposed to combine technology with access to human financial planners. On paper, it looked like the future. In practice...well, they’re pulling the plug.

One of the largest firms in our industry is shutting down a “hybrid robo-advisor” service.  It was supposed to combine technology with access to human financial planners. On paper, it looked like the future. In practice...well, they’re pulling the plug.  

09/15/2025

People often associate excessive spending with the young, but there is no age when a person is completely immune to the allure of YOLO.

You Only Live Once. It’s catchy, it’s fun, and it’s hard not to get behind that carpe diem energy. I would like to propose an addendum: YOAMLAW. I’ll admit, it doesn’t roll off the tongue quite as well, but it’s just as important

09/09/2025

Matt wrote a book on decision-making, and it officially launched today. Follow the links to learn more!

Today’s the day. Waypoints is officially out in the world.

I wrote this book because I believe that good decisions start from the inside out, with who we are and what we value. If one reader finds clarity and confidence from these pages, it will have been worth every hour I spent writing it.

Thank you to everyone who supported me on this journey.

Grab your copy here → https://www.waypointsthebook.com/get-the-book

05/23/2025

A timely article, after our recent Logbook entry.

They're not just saving money, they're building community and crafting better mental health.