Below you will find some relevant information to common questions and areas of focus. We hope you find it helpful and share with others who may need and/or benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about.  We are always here to be of service.

I Lived My Life, on My Terms


Challenging the status quo and thinking about financial planning differently dominates our minds, it is what makes us different and is how we work with you. Finding balance between today and our future selves is a trick.  Financial planning is controlled in our industry by the “future self,” sometimes to the detriment of the “present self.”

A Different Perspective on Budgeting


When completing the financial plan, we ask all our clients to develop a current and retirement budget. For some, this is a big ask. Sends a shiver down the spine. Today I challenge us to consider the idea: a budget is not a foe, rather a friend. It is about liberation, not restriction. A tool to empower ourselves in our financial and personal lives. Our budget can help us make informed decisions about how to spend our money to enrich our lives.