by Sandi Martin | Apr 17, 2020 | Case Study, Cash Flow, Debt Management, Meaningful Spending
Debt Management It’s time for another financial planning case study, drawn from real life work with our clients here at Spring, but smudged and blended artistically to keep you from recognizing your next-door neighbour with line of credit debt. As always, these case...
by Sandi Martin | Mar 19, 2020 | Case Study, Personal Finance, Planning in Action, Retirement, Retirement Planning
Planning in Action We’re delighted to present you with another financial planning case study as part of this year’s theme. This one was drawn from a mash-up of typical clients and scrubbed of identifying detail, because privacy. Remember, we’re writing these case...
by Kathryn Mandelcorn | Feb 20, 2020 | Case Study, Cash Flow, Goal Planning, Personal Finance, Planning in Action
financial planning Every year, we give some thought to what we want for you in the year ahead. We proceed to spend the rest of the year riffing on that subject, hoping that multiple perspectives on a singular concept will provide the means for you to integrate it into...
