Over the last few weeks, we’ve explored a completely different way to look at our wealth. We’ve considered an approach that looks at the mechanics of flourishing, rather than the […]
Continue readingFunding your healthspan
It’s completely natural to obsess over the numbers on our investment statements. We track the growth, review our asset allocation, and carefully project how long our capital will last. This […]
Continue readingInvesting in social wealth
We often dedicate the best, most energetic years of our lives to building a fortress of financial security. We work long hours, take on additional responsibilities, and sometimes miss important […]
Continue readingFunding your life satisfaction
It’s so easy to look at our budgets, our financial planning and our risk products and ask questions about what we have and don’t have. But what if, in all […]
Continue readingHolding up the mirror
The mirror of our bank statements: Aligning our wealth with our values Have you ever noticed how increased access can actually create more anxiety and worry? It’s wonderful to be […]
Continue readingConversation, not isolation
We tend to model our lives, and our financial plans, as a straight, uninterrupted line moving upward and to the right. We assume that our income, our capacity, and our […]
Continue readingHow strong is your financial plan?
Two key goals of a financial plan are to help you grow what you have, and help you protect what you have. This is why conversations about financial planning should […]
Continue readingWhy good health is a financial strategy
When we sit down to project a client’s retirement, one of the biggest variables we have to account for is longevity. Thanks to modern medicine, we are living longer than […]
Continue readingDon’t avoid the struggle
Here’s why money shouldn’t buy your way out of friction. There is a common, unspoken assumption about wealth that many internalise early in life: we believe that the ultimate purpose […]
Continue readingEmpty nest financial planning
There is a very specific kind of quiet that descends on a house when the children finally leave. It affects our hearts, but it also affects our financial planning. If […]
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