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.

2021 March Update

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

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

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

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.

2021 January Update

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

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

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

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...

2020 November Update

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?