We are thrilled to announce that we have added a new member to our planning team:
Kathryn comes to Spring after almost 6 years with Money Coaches Canada, a pioneer in Canada’s fee-for-service planning industry. She has built a practice focused on helping individuals align their values with their cash flow, teaching proven techniques for understanding and managing money that allow people to live within their means, eliminate debt, and achieve their dreams.
Kathryn’s expertise in the day-to-day management of money is incredibly complementary to the services that Sandi and Julia provide in retirement, family business, cross-border, and estate planning. We will be pooling our expertise, each of us working in the areas where we have the greatest strengths, and maximizing these for you, our clients.
Expect to see much more of Kathryn in 2018 and beyond, helping us provide great services, and new content on our website, and mentor our Associate Planners. Read more about Kathryn’s background and expertise here.