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.
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. 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. We’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, I’d love to invite you to pause and look b...
Have you ever avoided checking your bank account because it just feels too overwhelming? You’re not alone. Many people experience the same fear, stress, and shame around money. But here’s the truth: before you can learn more about money, you have to heal the shame that surrounds it.
When we f...
October is the season for ghosts and goblins, not financial surprises. Let's unmask how CPP, OAS, and GIS really work so you don't get spooked when retirement arrives.
CPP is the backbone of retirement for most Canadians. Y...
If you’ve ever tried to build a budget and burned out by week two, you’re not alone. Many women in Canada feel frustrated with the traditional approach to money management because it jumps straight to numbers without understanding the person behind them.
Most financial advice skips over what real...
September always sneaks up on me. The mornings feel cooler (however, this week has been +29 degrees and sunny, so we are not quite there yet!), the light changes, and even though there are no more school forms on my fridge or backpacks by the door, I still get that back-to-school feeling.Â
It...
I spent over 15 years advising high-net-worth clients at a top wealth firm. That experience taught me a lot - but it also showed me that most people never get access to quality financial guidance. That’s why I left the firm to become an independent, advice-only financial planner, focused on real peo...