by Sandi Martin | Jul 19, 2019 | Big Picture, Cash Flow, Design Thinking, Personal Finance
My partner Julia said something amazing when she wrote about applying design thinking to estate planning last month that I’ve been mulling over ever since: Planning for your eventual departure is truly one of the most loving and thoughtful things you can do for your...
by Julia Chung | Jun 24, 2019 | Personal Finance
You made it! You’re halfway through 2019, and by the time this newsletter reaches you, will have already experienced the longest day of the year. Your sunshine time is shrinking now – get out there and take advantage! After all those start-of-summer, Father’s...
by Spring Plans | Jun 21, 2019 | Personal Finance
We love, love, love reading at Spring Plans. Immersing ourselves in data, research, and stories about people is how many of us spend our downtime. We vigorously wave our nerd flags, and each summer build our own individual reading lists to trundle through on our...
by Julia Chung | Jun 20, 2019 | Big Picture, Cash Flow, Design Thinking, Personal Finance
Way back in January, we told you what we wanted for you in 2019: Permission to design your life Since then, we’ve given you so many different ways you can apply the concept of design thinking to your life, including investments, disability, taxes, retirement, and cash...
by Julia Chung | May 27, 2019 | Cash Flow, Design Thinking, Disability, Personal Finance
When you are working on your business plan – or not working on it, as the case may be – the risks that you are usually considering are things like: How you’ll handle cash flow issues Where your next customer is coming from How you’ll manage staff Your next...
by Julia Chung | May 27, 2019 | Personal Finance
At the end of January, a few members of our team got together in Port Moody, BC (thanks for the hospitality, Kathryn!) and spent several days working with Pam Schmidt, our facilitator, to really dig into our Mission, Vision, Values, and Purpose. Since we live in an...
