Category: Financial Planning

What’s Next

| Financial Planning, Tools, Talks & Resources

What’s next? On one hand I want to say, “who the heck knows!?”. But on the other hand, I do know some things. Beginning in February, Kamal and I are going to deliver a six-part lunch hour workshop series called Cash Flow Connections, focusing on the connections that need to be made between knowledge, behaviour ...

Read More

Transitions

| Financial Planning

One of my favourite stories is about a senior client who once said to me, “I’ve had five marriages!” “Wow!” I replied. She continued, “All to the same man!” She had been married 65 years. Regardless of how relationships unfold or their time frame, one of the most helpful ways to view our relational journeys ...

Read More

Principles of Sound Investing

| Financial Planning

When it comes to breaking down some of the complicated tasks in life, we tend to focus on strategies or step-by-step guides. This can work when the job is simple. Like, “How do I make chocolate brownies?” Google answers, “First get a pan. Then turn on the oven.” However, reducing complex elements of our life ...

Read More