We advocate for any one we encounter to seriously consider creating a financial plan. We all need a road map in our lives to coordinate our life’s goals and objectives. Where people do not have these identified, then that is […]
We practice Financial Life Planning. From a marketing perspective, we suggest we put life into our client’s plans. We take into account their current life style, goals and ambitions and there respective health. Every pitch we see for financial products, […]
The days are drawing in and Christmas is just around the corner. The shops are getting busier and, if you’re organized, perhaps you have even finished your Christmas shopping. For some though, Christmas is the season where they buy this […]
We have discussed the foundation and fundamentals of financial life planning. We’ve laid the framework. Now we can create focus. The financial life planning model is a holistic model. To be truly client-centered is to view the individual in terms […]
This is the second of three posts about financial life planning. The last post introduced the underlying values of the process. It explored asking meaningful questions that leads to an integrated and humanistic approach to planning. It drilled down to […]
Some recent conversations with clients and prospective clients have led me to want to write a series of articles on post pandemic financial life planning. There are some important deviations between financial life planning and financial planning most people are […]
Building a financial life plan can be the most intimidating part of writing your business plan. It’s also one of the most vital. Businesses that have a full financial plan in place more prepared to pitch to investors, receive funding, […]
As of December 2019, there were 1.25 million employer businesses in Canada. Of these, 1.2 million, or 98% were small businesses. Small businesses are the largest employers in Canada. Yet it is amazing how many businesses do not do any […]
Its something most of us have been forced to revisit during the pandemic. It brought on some tough choices in order to accommodate changes to our own livelihoods that were necessarily of our choosing. It forced us to face frugality. […]
We follow a methodology we refer to as financial life planning. We like to say we put life into financial planning. It obvious leads to a question about what is financial life planning. Financial life planning is a holistic process […]
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