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 […]
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Holding 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 […]
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Conversation, 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 […]
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How 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 […]
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Why 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 […]
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Don’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 […]
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Empty 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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Talking to your family about money
As the playwright George Bernard Shaw famously observed, “The single biggest problem in communication is the illusion that it has taken place.” Nowhere is this more evident than in our […]
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Guarding the basecamp
When we sit down to build a financial plan, our eyes are naturally drawn to the summit, not the basecamp. We focus our energy on the big, inspiring goals: retiring […]
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They may not show up on your statement
One of the metrics used extensively in the financial profession to evaluate a given decision is the Return on Investment (ROI). It’s used in other areas too, like in marketing […]
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