Advice-only financial planning can be a rewarding way for financial planners to serve clients on their terms, but those setting out can find it challenging to build a practice and establish a steady income.
The things we tend to regret buying are the stuff that isn’t aligned with our values. Thinking things through beforehand might help avoid such situations.
What should we be discussing about inheritances to get the feelings out of the decisions and how wealth should be spread between generations?
Julia joined Vancity to talk about Inter-generational wealth planning and the importance of starting with people.
With longer lifespans and evolving health-care needs reshaping personal financial decisions, it’s essential to plan ahead.
For Female Founders host Sarah Bundy and Julia sat down to talk about mistakes and big watchouts for Startups and Growth Companies