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...
by Spring Plans | Jan 28, 2020 | Goal Planning, Personal Finance, Planning in Action, Retirement Planning
Spring Plans Have you ever heard someone say, “yeah, well – as soon as you get the financial plan, it’s out of date, so why bother?” We have. More times than we can count (although, interestingly, we hear it from other financial professionals more often than...
by Spring Plans | Jan 28, 2019 | Design Thinking, Goal Planning, Personal Finance, Retirement Planning
A wish for our readers for the year ahead is becoming a tradition for us. If you’ve been reading the Spring blog for a while, you may remember that past years included wishes for clarity, ownership, structure, and momentum. If you’re new here: welcome—and buckle up....
by Sandi Martin | Nov 27, 2018 | Big Picture, Goal Planning, Monthly Spring Update
It’s the home stretch, friends. Even though we all know calendar years are arbitrary, that humans celebrate the new year at different times, and that your personal and financial growth can’t possibly be measured in tidy 365 day increments, the end of one year and...
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...
