by Julia Chung | Feb 25, 2019 | Fee Only Financial Planning, Financial Planners
Happy Lunar New Year! If you’re a regular reader, you already know that some of the team got together at the end of January to retreat and discuss what we did in 2018 and what we’re hoping to do in 2019. Our annual executive retreat, facilitated by the fabulous...
by Spring Plans | Dec 13, 2018 | Affordability, Big Picture, Christmas, Fee Only Financial Planning, Personal Finance
If you’re reading this financial gift guide, presumably you’re interested in helping your friends and family get better at managing their money and making great decisions about their lives. That’s good. When you give gifts like these, there’s a real danger that the...
by Spring Plans | Nov 26, 2018 | Fee Only Financial Planning, Financial Planners, Personal Financial Planning
Given the sheer number of articles, 10 point lists, podcasts, and even books out there on the subject, it’s time to face the truth: choosing a financial advisor is hard. We are asked all kinds of questions in many different ways that all boil down to the same...
by Julia Chung | Oct 29, 2018 | Fee Only Financial Planning, Goal Planning, Monthly Spring Update, Personal Finance
For many of our clients, one of the most frustrating moments of working with expert advisors is when you have this realization: There is rarely one “right” answer. Even when you process this initial realization, and think to yourself, “Sure, everyone is different,”...
by Sandi Martin | Sep 24, 2018 | Fee Only Financial Planning, Goal Planning, Monthly Spring Update
Now that summer is officially over (boo! hisss!) it’s time for one of our all-time favourite activities at Spring: using what we’ve learned about ourselves to make life better – for ourselves, our families, our team, and our clients. (We swear we’re fun at...
by Sandi Martin | May 28, 2018 | Fee Only Financial Planning, Monthly Spring Update, Personal Financial Planning, Real Customer Service
You might not know this, but at Spring, we kiss a lot of frogs. In my neck of the woods, it’s spring peeper season, which means that if you’re near a pond at dusk you’ll hear a chorus of tiny little frogs making some of the most beautiful music on earth. (Have a...
