February 2020 Update
If you’re a regular reader, you’ll know that we spent a few days at the end of January and beginning of February reviewing our 2019 and thinking about our 2020. We were lucky to be able to bring together seven of our team members from across the country for strategy, chocolate, and – our favourite – planning.
Each year we learn new things about how to run our business, what advice-only financial planning does for individuals, families, businesses, and the community at large. Every time we flip the calendar, we have added more challenges, opportunities, and goals to Spring – just like you do with your own personal finances.
As Spring Plans turns THREE YEARS OLD (this Spring Equinox), we are thankful for the lessons learned from the challenges we face, the amazing clients we’ve had the opportunity to work with, and our colleagues both inside and outside of Spring. We have had – and executed – so many ideas, overcome many bumps in the road, and are continuing to grow and learn even more. As the year continues on, do expect that we’ll be rolling out improvements, changes, and ideas that we hope will benefit your life and your financial plans.
In line with that thinking, this year is all about taking our design thinking philosophy and showing you how it works in reality. We’re excited to roll out to you our very first case study of the year. This case is all about a busy couple with children who were using credit cards to make ends meet and they suffered a job loss. By working with Kathryn, they were able to turn their finances around so much that they created the home of their dreams – plus rental income!
Of course, we’ve also got Sandi’s Great Reads for the month, a curated list of articles that are worth your time and effort.
Since February is a short month and we spent a bunch of it hanging out with each other – that’s all we have! As you prepare for the next month, just remember: it’s never too early to start organizing your tax paperwork.
Until next month!
Got a question about your cash flow or financial plan? Email us at email@example.com.
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- Portfolio Review and Investment Manager search: A Case Study - September 22, 2020
- August 2020 Update - August 24, 2020
- Disabled Child: Financial Planning for Long Term Care - August 19, 2020