2021 December Update
As the year closes out, we’re talking about our “why” and how it connects with your “why”. We hope that despite the uncertainty of 2021, you have had many bright moments of joy and hope.
2021 November Update
November is Financial Literacy Month, and the theme for 2021 has been “make change that counts.” This month, Sandi details the pitfalls of the term financial literacy and instead suggests we embrace financial support.
2021 October Update
This month we’re talking about “work-life balance” and how this concept affects our day-to-day productivity and rest.
Quarterly Market Clinic
Covid-19 has had a big impact on us, from our personal lives, to inflation, and our future financial planning. Watch this live webinar to hear Darryl’s recap.
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.