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.
Estate Planning is About Expressing Your Values
This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?
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
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.
Building Community With Your Financial Plan
This month we’re encouraging you to consider your communities, however they show up in your life, and the impact they have on your finances.
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
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
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
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
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.
Retirement Strategies for Your Unique Values
Your retirement strategy should be so uniquely catered to you and your values, in order for it to be fully supportive of you living your life, well spent.
Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung
Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.
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
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
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
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 Federal Budget Summary
We’ve been anxiously awaiting the first federal budget in two years. In this article, we’re summarizing it for you.
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.
Family Matters: Money and Meaning
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.
2021 March Update
This March we’re wishing you a happy start of the spring season! As well, we’re sharing with you how to find your why, why this is important for clarifying and utilizing your values, and more!
Your Money: Cash Flow and Your Values
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.
2021 February Update
In this February update we’re sharing with you what we have been up to this month. We’re sharing with you what we came back with after our company retreat, what values we featured this month, and more.
Safety and Security
Learn how to achieve peace of mind through our value this month, safety and security. We go through how this value can show up for you in cash flow, portfolio management, risk management, and in your estate.
What We Want for You in 2021
This year, what we want for you is to help you clarify your values and structure a plan that aligns with your values.
2021 January Update
The year 2020 showed us just how unpredictable life can get. Therefore, this year, we’re starting off with a plan to designing your life around your values. And of course, Sandi shares her top reads this month with the intention of clearing your heads and reducing your stress.
January’s Top Reads
For this month’s Top Reads, Sandi Martin shares a list of a variety of articles on topics from using habits to reduce stress, the benefits of laziness, to sharing some insights about the market, and persisting in the fight for a just society.
2020 December Update
HAPPY DECEMBER!!! Well… that was … a year. With only a few weeks left of 2020 by the time you receive this message, many of us are feeling relieved to recycle this calendar. For the team at Spring Plans, we’ve been particularly relieved that so many of you reached out to us to ask for help and reassurance during this year of ambiguity. However, while thinking about and managing for the unknown is definitely where we tend to shine, it did initially feel very different this year.
December’s Top Reads
Friends, welcome to the end of 2020. We made it! Deep breaths all around. Our final Top Reads is meant specifically for those of us who are burnt out and in desperate need of a rest. While there are some great articles around retirement, investing, and financial...
The Math and Strategy of Retirement Planning: A Case Study
Wouldn’t it be great to figure out your retirement, set it… and forget it? As we mentioned in November’s Rebuilding Retirement case study, retirement isn’t a destination. It’s an ongoing process.
2020 November Update
This time of year can often amplify our anxiety. How do we create the best holiday experience for ourselves and for our families? What’s the right way to express our love and gratitude in the form of gifts? How do I manage family dynamics with a smile on my face?