Advisor’s Edge features Julia Chung and her use of design thinking into Spring Plans work with clients. She shares her five step of design thinking and more.
Retirement Planning All year long, your Spring Plans team has been using the concept of Design Thinking to contemplate many different aspects of your personal finances. Why Design Thinking? The answer has remained the same all year long: because we want you to have...
Autumn is a great time to think about charitable giving. As you are someone who plans ahead (or really, really wants to), getting these thoughts in place before the insanity of the holiday season truly hits your life and your pocketbook can help you focus on what’s...
Got a business? Self-employed? Looking at a side hustle? Your money just got a whole heck of a lot more complicated. But, not to worry, your friendly neighbourhood financial planners are here to help. In the months and years ahead as you grow your empire, your...