You have a lens, and here’s why it matters… Financial planning is often seen as a numbers game, retirement goals, investment returns, tax efficiency. But beneath the spreadsheets lies something far more personal: our stories, values, and lived experiences. And that’s where things get interesting. As financial planners, we work with individuals and families from...
Meaning starts with hope, and hope begins with action. Many of the challenges we face today, such as financial stress, burnout, and indecision, don’t just come from a lack of time or money. They can very often stem from something deeper: a subtle loss of meaning. We don’t intend to lose meaning in what we’re...
(Inspired by Gabor Mate’s book: When the Body Says No: The Cost of Hidden Stress) Learning to listen to your intuition in money matters, matters. Have you ever agreed to something that felt wrong in your gut, only to regret it later? Maybe it was spending more than you intended, investing in something you didn’t...
Financial planning, like therapy or coaching, isn’t just about solving a problem. It’s about holding a safe space where real change can happen. That space might be a spreadsheet, a conversation, or a long-term plan, but for the work to go deep and stick, it must feel grounded, steady, and secure. As clinical psychologist Jonathan...