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?

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...

October’s Top Reads

October’s Top Reads

Here we are, well into fall...already? What even is time, anyway? Next thing you know it’ll be 2021 and all this will be over, right? The amount of creative energy we’re all using just to get through life these days is enormous, and you may not have much leftover for...

Financial Intimacy by Jacquette Timmons: A Book Review

Financial Intimacy by Jacquette Timmons: A Book Review

Because Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate by Jacquette Timmons was written while the 2008 financial crisis was unfolding, its lessons feel particularly relevant in what has been, with a few exceptions, a terrible,...

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...

Portfolio Review and Investment Manager search: A Case Study

Portfolio Review and Investment Manager search: A Case Study

Welcome back to another exciting installment in our 2020 series of case studies. This month, we’re introducing you to Olivia, who came to us looking for a portfolio review. Our case studies use real stories about real clients (mashed up with many other client stories...

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...

Our Money Stories by Eugenié George: A Book Review

Our Money Stories by Eugenié George: A Book Review

I’ve been waiting for Eugenié George’s Our Money Stories to come out since she talked about writing it on Nerd’s Eye View (a financial planning industry blog written by Michael Kitces). What drew me to Eugenié, and got me excited about her book, was her insistence...

Spring’s August Top Reads

Spring’s August Top Reads

How great was it to enjoy Kathryn’s curating last month and have Karen’s top reads to look forward to next month? I’ll answer for all of us: very. I hope every single one of you is finding a (safe) way to enjoy the summer. Hopefully on, in, or beside the water, with a...

Cross-Border Finances: A Case Study

Cross-Border Finances: A Case Study

Cash Flow for Cross-Border Finances Leela is finally doing her dream job, consulting to international companies on how to create inclusive environments within their organizations. She also helps her clients deal with internal biases and speaks to large audiences...

Intentional Money Management – July’s Great Reads

Intentional Money Management – July’s Great Reads

Sandi’s Great Reads have been legendary here at Spring. We always look forward to her list of reads - she’s such a great curator. She’s also reading a lot more than the rest of us, so we thought we’d start giving her a hand. Going forward, the rest of the planning...