Tag: goals

Is Risk a Four-Letter Word?

| Financial Planning, Personal Financial Stories

Risk means different things to different people, particularly when used in the context of financial planning. Often advisors are too quick to label investors, particularly women and young professionals, as conservative, when in fact a more moderate or aggressive profile would better suit their objectives. Risk means different things to different people, particularly when used ...

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Transitioning Through Divorce

| Speaker Spotlight, Tools, Talks & Resources

“For people going through a separation or divorce, it can feel like being lost in the solar system with all of these meteors flying by.” In the collaborative divorce process, several professionals work together as a team to support the needs of a family transitioning through divorce with the goal of avoiding litigation. Sandy Hawkins, ...

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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 ...

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