Education and Your Values
Creating an education strategy can be a daunting task. From planning pre-school to post secondary, we are showing you how to use your values in the education strategy process.
Family Matters: Money and Meaning
This month, we’re covering the value of family. With tips on how to plan your finances with them in mind, and going over why it matters to you.
Your Money: Cash Flow and Your Values
This month, we’re focusing on how to put your values into action with a financial planning tool by going over the many ways you can incorporate your values into cash flow planning.
Safety and Security
Learn how to achieve peace of mind through our value this month, safety and security. We go through how this value can show up for you in cash flow, portfolio management, risk management, and in your estate.
What We Want for You in 2021
This year, what we want for you is to help you clarify your values and structure a plan that aligns with your values.
2020 December Update
HAPPY DECEMBER!!! Well… that was … a year. With only a few weeks left of 2020 by the time you receive this message, many of us are feeling relieved to recycle this calendar. For the team at Spring Plans, we’ve been particularly relieved that so many of you reached out to us to ask for help and reassurance during this year of ambiguity. However, while thinking about and managing for the unknown is definitely where we tend to shine, it did initially feel very different this year.