Financial success depends on where you decide to invest your money. What you value and care about in life can reflect in your finances. When you have the right financial advisor, you can set yourself up for a secure future.
We’re halfway through the year! This June we’re excited to announce that Julia has been recognized as a YWCA Woman of Distinction. We also remind you of our article on freedom, and what that means to you.
With May comes that in-between feeling. In our May update we’re embracing that feeling and bringing you a federal budget review, and tackling planning for education using your values.
This month, we’re covering the value of family. With tips on how to plan your finances with them in mind, and going over why it matters to you.
This month, we’re focusing on how to put your values into action with a financial planning tool by going over the many ways you can incorporate your values into cash flow planning.