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 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 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.

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.

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.

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!

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.

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.

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?

November’s Top Reads

November’s Top Reads

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?

Market 2020 Clinic

Market 2020 Clinic

Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Market 2020 Clinic Transcript: Spring Plans: Alright. Good evening, and welcome to the Quarterly Clinic with Darryl Brown. All participants...

2020 October Update

2020 October Update

Happy October! We hope you’re adjusting well to the season and all the ambiguity that comes with it. We know that you have a great deal on your plate and may not have had much time to read about personal finance. Not to worry! Sandi has done all the reading for you.

Helping Parents Achieve Retirement: A Case Study

Helping Parents Achieve Retirement: A Case Study

We’ve been asked fairly frequently in the past what a “Spring Plan” is like and we often find ourselves at a loss. Our work isn’t really about creating Spring plans - although this is what we call ourselves - it’s really about providing custom (or “bespoke”, if you...

2020 September Update

2020 September Update

How is your September going? Over at Spring, we are all back at our desks after a summer filled with holidays exploring our local communities. With team members spread from coast to coast, we have been able to share our explorations with each other, which is almost...

Money Smart Kids – September’s Great Reads

Money Smart Kids – September’s Great Reads

This month's top reads from Karen Richardson focuses on providing parents and teens with the tools to help create money smart kids! As a mom of a busy family, September is a month full of new beginnings for me each year. Kids are heading back to school (or some form...

August 2020 Update

August 2020 Update

In Canada, we often think that summer is over when August is over. However, we like to remind ourselves (and anyone else who might listen) that the summer season in the Northern Hemisphere is absolutely not over until Tuesday, September 22nd. That’s right: the summer...

Disabled Child: Financial Planning for Long Term Care

Disabled Child: Financial Planning for Long Term Care

In this month’s case study, we’re sharing the financial story of a family with a disabled child who will require long term care. Before we introduce you, we’re circling waaay back to the beginning of the year (was that just eight months ago?!), when we let you in on...