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.
2021 March Update
This March we’re wishing you a happy start of the spring season! As well, we’re sharing with you how to find your why, why this is important for clarifying and utilizing your values, and more!
2021 February Update
In this February update we’re sharing with you what we have been up to this month. We’re sharing with you what we came back with after our company retreat, what values we featured this month, and more.