2021 September Update
It’s back to school season (even for those of us who haven’t been in school in decades). Join us as we reflect on the last year and plan our next season.
2021 August Update
Can you believe it’s September next week? Join us this month to apply your values to your portfolio strategy, and remind you that summer can last as long as you want it to.
2021 July Update
The summer months are flying by. We want you to be the captain of your own destiny through using your values in your retirement strategy.
2021 June Update
We’re halfway through the year! This June we’re excited to announce that Julia has been recognized as a YWCA Woman of Distinction. We also remind you of our article on freedom, and what that means to you.
2021 May Update
With May comes that in-between feeling. In our May update we’re embracing that feeling and bringing you a federal budget review, and tackling planning for education using your values.
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.