by Julia Chung | Feb 25, 2019 | Fee Only Financial Planning, Financial Planners
Happy Lunar New Year! If you’re a regular reader, you already know that some of the team got together at the end of January to retreat and discuss what we did in 2018 and what we’re hoping to do in 2019. Our annual executive retreat, facilitated by the fabulous...
by Kathryn Mandelcorn | Feb 19, 2019 | Budgets, Cash Flow, Debt Management, Personal Financial Planning
As promised in our What We Want for you in 2019 article, we are jacked about design thinking this year, and how you can use it to optimize your life and your finances to create the life that you didn’t know you always wanted. This month, we are applying this thinking...
by Sandi Martin | Feb 12, 2019 | Canadian Personal Finance News
Winter weather often brings blankets, fireplaces, and hot drinks. While you’re thawing your toes, you may feel inclined to dream a little, and Sandi has the reads for you to do just that. Dreams about retirement, and who you might be when you stop working, are right...
by Spring Plans | Feb 1, 2019 | Announcement, Cash Flow
We are excited to announce that as of February 1, 2019 we have added a new member to our planning team: Karen Richardson, Cash Flow & Associate Financial Planner Karen joins Spring after 7 years as an independent advice-only financial planner in Kenora, Ontario,...
