How to Create an Effective Financial Plan: 8 Steps to Financial Wellness
Creating a financial plan is essential for anyone looking to achieve financial stability and success. A well-structured financial plan helps you set clear goals, manage your resources effectively, and navigate unexpected challenges. Picture this as decluttering your life; while it might feel overwhelming at first, beginning with small steps and steadily making progress leads to […]
Psychology of Financial Planning: My Personal Healing Journey
We carry powerful stories about what shapes us into who we are, what gives us strength and resilience, and what gets us up every morning and drives us to do what we do. My story began early in childhood, but in this blog, I will share my most recent health ordeal and how financial planning […]
Your Brain on Finance: Reflect vs. Deflect for Wealth Planning
Intro When it comes to managing your money, many people look to fee-for-service or fee-only financial planners for guidance. Having a good financial advisor is important, but real financial success also depends on how you handle your money day-to-day. This includes being aware of your spending habits and knowing when to get extra help from […]
Financial Literacy 101: A Five Step Approach to Financial Wellbeing for Millennials
Intro In today’s fast-paced world, achieving financial well-being can sometimes feel like an elusive goal, especially for millennials. With competing financial demands and a myriad of choices to make, it’s easy to feel overwhelmed and unsure of where to start. However, with the right approach and mindset, financial literacy can become a powerful tool in […]
10 Steps to Successfully Transition into Retirement
As you approach retirement, it’s essential to have a solid plan in place to ensure a smooth transition into this new phase of life. One crucial aspect of this plan is your financial strategy. Consulting a fee-only financial advisor or engaging in fee-for-service financial planning can help you navigate the complexities of retirement planning with […]
Pension Decision: Cash Out or Take Pension Payments?
When it comes to retirement planning, one of the key decisions many individuals face is whether to cash out their pension or take pension monthly payments. This choice can have a significant impact on your financial future, so it’s important to carefully consider your options and weigh the risks and benefits of each. In this […]
Interviewing Your Financial Advisor: Essential Checks for Objective Financial Advice
Introduction When it comes to managing your finances, having the right financial advisor can make all the difference. The right advisor not only helps you reach your goals but also ensures you’re making informed decisions every step of the way. But with so many different types of advisors out there, how do you choose the […]
Retire with Confidence: The Power of Independent Financial Advice
Navigating the path to a secure and fulfilling retirement can seem like navigating a labyrinth with no clear exit. However, independent financial advice can light the way, offering clarity and confidence. Particularly in Vancouver, BC, where the financial landscape is as diverse as its stunning scenery, a fee-only financial planner can be the compass guiding […]
