2022 July Update

2022 July Update

Ah, beautiful Summer. It’s been a bit quiet around here and we couldn’t be happier about it. We believe Summer is the time to rest, relax, and reinvigorate so you have energy for the upcoming Fall. Join us as we chat about our R&R (reflection and reading, of course!).

2022 June Update

2022 June Update

Inflation is on everyone’s mind. How can you manage your finances through ambiguity and change? Also, we’ve got a big change on our team, ways to plan your summer, think about retirement, pick your investment manager, and help Ukrainians in crisis.

2022 May Update

2022 May Update

We hope you’re as excited for the warming weather and the satisfaction of filed taxes as we are. Spring is a time of growth and renewal and we here at Spring Plans take that to heart.

2022 April Update

2022 April Update

Incentives. Don’t we all just love these? We have the knowledge and strategies to help you get the most out of this tax season. Let us seamlessly guide you through to the finish line!

Quarterly Market Clinic

Quarterly Market Clinic

2021 has had a big impact on us, from our personal lives, to inflation, and our future financial planning. Watch this live webinar to hear Darryl’s recap.

2022 March Update

2022 March Update

As the season changes, so do we and we wish that for you too! Growth is a part of reconnecting to your values and that’s what we strive to help you achieve at Spring Plans.

2022 February Update

2022 February Update

The theme for our February is this beautiful and unavoidable concept: change. Through internal and external growth, the daily tasks that push out our comfort zones, and the whirlwind of decisions we get to make. Change moves us towards the future we hope for.

2022 January Update

2022 January Update

A new year brings new changes to Spring Plans. In this article, we give you the skinny on what’s to come in 2022 and how we can help you strive to reach your financial goals.

Quarterly Market Clinic

Quarterly Market Clinic

2021 has had a big impact on us, from our personal lives, to inflation, and our future financial planning. Watch this live webinar to hear Darryl’s recap.

2021 December Update

2021 December Update

As the year closes out, we’re talking about our “why” and how it connects with your “why”. We hope that despite the uncertainty of 2021, you have had many bright moments of joy and hope.

Reflecting on Your Life, Well Spent

Reflecting on Your Life, Well Spent

It’s the end of the year and with this season comes a time of reflection and introspection. This year we wanted to focus on values and on people. Read more to learn how we did just that.

2021 November Update

2021 November Update

November is Financial Literacy Month, and the theme for 2021 has been “make change that counts.” This month, Sandi details the pitfalls of the term financial literacy and instead suggests we embrace financial support.

2021 October Update

2021 October Update

This month we’re talking about “work-life balance” and how this concept affects our day-to-day productivity and rest.

Quarterly Market Clinic

Quarterly Market Clinic

Covid-19 has had a big impact on us, from our personal lives, to inflation, and our future financial planning. Watch this live webinar to hear Darryl’s recap.

2021 September Update

2021 September Update

It’s back to school season (even for those of us who haven’t been in school in decades). Join us as we reflect on the last year and plan our next season.

Celebrating Your Own Success

Celebrating Your Own Success

This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.

2021 August Update

2021 August Update

Can you believe it’s September next week? Join us this month to apply your values to your portfolio strategy, and remind you that summer can last as long as you want it to.

Investing for a Better Future

Investing for a Better Future

This month we’re taking you through creating your investment portfolio, so that what you invest in aligns with your values, and serves you for the future.

2021 July Update

2021 July Update

The summer months are flying by. We want you to be the captain of your own destiny through using your values in your retirement strategy.

2021 June Update

2021 June Update

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.

What Does Freedom Mean to You

What Does Freedom Mean to You

Freedom can be thought of as many things, but today we’re going over freedom as one of your values. We’re showing you how to define freedom for you, and how to live with this value in mind.

2021 May Update

2021 May Update

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.

Education and Your Values

Education and Your Values

Creating an education strategy can be a daunting task. From planning pre-school to post secondary, we are showing you how to use your values in the education strategy process.

2021 April Update

2021 April Update

This April, we’re continuing our theme of values and going over what family means to you, and how to align your financial plan with it.