Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Sandi Martin, BA, CFP®, CFDS™
Partner, Financial Planner
Connect with us
While financial conversations can be daunting and confusing, Julia has a way of making the information understandable and relevant.
The financial plan she put together for us has provided context, clarity, and comfort. It’s also a great tool to help us make decisions and stay on track toward our financial goals over the long haul. Everyone should have one!
What We’re Writing
While change is inevitable and constant, it does feel as though this year has brought us a bit more than usual, particularly with respect to our finances. We’ve experienced massive change when it comes to interest rates, with the Bank of Canada rate increasing from 0.25% in January to 3.75% in October.
On the off chance we don’t live forever, we need to plan for the alternative. And since we won’t directly benefit from the execution of those estate plans, we need a different kind of motivation to get the hard work done. That motivation is LOVE.
This month we’re deciphering what it really means to have balance. You know that challenges and curveballs are a guarantee, and we know that even with all that change, you can design your best life. Read on to find out how.