Financial Planning Insights and Money Mindset Resources
Browse practical financial planning articles and monthly newsletters that combine strategy and psychology to help you make clearer, more confident decisions with your money.
Most people don't know what working with an advice-only financial planner actually looks like.
They assume it's spreadsheets, investment recommendations, and maybe a few charts about retirement.
And yes, those things are part of it.
But if you've never worked with one before, the real experience ...
A quiet look at what this time of year really brings up
There is a certain feeling that shows up this time of year.
For some, it is a quiet dread in the background.
For others, it is a bit of anticipation.
Taxes have a way of doing that.
Not because of the paperwork, but because of what they re...
Most people who ask me this question have a follow-up they don't say out loud.
Am I behind? Am I doing the right things? Should I be doing something different?
And underneath all of that, often the quietest question of all: What am I even supposed to want?
Somewhere along the way, most of us were...
An advice only financial planner in Canada is a fee-for-service professional who provides unbiased financial guidance without selling investment products or earning commissions.
But more importantly, it is a different way of working with your money, one that helps you feel clear, confident, and in ...
Many people assume they should hire a financial planner when they are wealthy, when retirement is close, or when their finances become complicated.
In reality, most people reach out for help at a much more human moment.
They feel uncertain.
They feel like they should know more than they do.
And ...
One of the most common questions people ask when they first consider working with a financial planner is simple.
But in my experience as an advice only financial planner, that question is usually about more than just the price. Most people are really asking two things.
Can ...
Many people assume you hire a financial planner when you are wealthy, when retirement is close, or when your finances become complicated.
In reality, most people reach out for help at a much more human moment. Not when everything is perfect, but when they are feeling uncertain.
Over the years wor...
As the snow begins to melt and the first hints of spring emerge, there is often a natural urge to "clean house" - not just our physical spaces, but our mental and financial ones too. March is a season of awakening, but it can also bring a sense of restlessness. You might feel the itch to make a big ...
February has a way of putting love everywhere. Cards, flowers, heart shaped chocolates, and the annual reminder that connection matters. But love is not only about romance. It is also about how we care for ourselves, how we show up for our future, and how we speak to ourselves when things feel mes...
I find that January arrives with a lot of noise.
New goals. Fresh starts. Big expectations.Ā And often, a quiet pressure to feel more motivated, more organized, or more confident about money than you actually do.
If January feels heavy instead of inspiring, you are not alone. This is exactly why I ...
December always carries a mix of joy, chaos, and reflection. Weā€™re spending more, socializing more, and often feeling a swirl of money emotions, everything from excitement to guilt to a little shame. Before we rush into 2026 with fresh goals and intentions, Iā€™d love to invite you to pause and look b...
Have you ever avoided checking your bank account because it just feels too overwhelming? Youā€™re not alone. Many people experience the same fear, stress, and shame around money. But hereā€™s the truth: before you can learn more about money, you have to heal the shame that surrounds it.
When we f...