When working with a qualified and experienced financial planner, you should have a partner who will be exceptionally well-positioned to diagnose a balance sheet. They can easily spot a gap […]
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Invisible ink
Have you ever thought about the unspoken money scripts we pass to our children? As parents, we often assume that teaching our children about money requires a formal sit-down conversation. […]
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The high price of “someday”
There is a very common narrative that high-achievers tend to buy into. It is the idea of the deferred life. We work relentlessly in our thirties, forties, and fifties, pouring […]
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The Rule of 72
The financial world is full of complex algorithms, dense spreadsheets, and jargon designed to make investing look like a highly complicated science. You could find yourself thinking that you need […]
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Living at Your Values, Not Just Your Means
There’s a real cost to living below your means. But “live at your means” is still measuring the wrong thing. The better question is the one most financial conversations skip past.
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The shift from reactive to intentional wealth
There is a distinct feeling that comes from being out of control with your finances. It is a quiet, low-grade anxiety that hums in the background of your life. When […]
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Reclaim your future from debt
If you have ever carried a significant amount of debt, you know that it is rarely just a numbers problem. It is an emotional, social and physiological weight. Whether it […]
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The open hand
Have you ever thought about how gratitude could be a key part of your financial strategy? Ken Honda calls it “arigato money”, which we could call “thank you” money. When […]
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Will you enjoy the journey?
There’s a traditional approach to financial planning that relies heavily on the maths of your money. A legacy expectation of discussing asset allocation, historic yields, and projected growth. Success can […]
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Keeping money in its place
We often look to our investment portfolios for ultimate security. We watch the markets, hoping the numbers will grow large enough to finally give us permission to exhale. This is […]
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