Running wealth management strategies means we spend a good chunk of time discussing money and what it does for us. And the what it does for us is the crux. This tool called money needs to be managed in a way that compliments and empowers us. And so it sits with us to understand our habits and our routines. Therein lies our opportunity!
Read MoreWe are finding a really sound rhythm following the pure quantum of change we all got slapped with in the past year and a half. All calls we make are with sustainability in mind! Interestingly enough, business over the period is up nearly 25%, putting us in a fascinating position. I have paid special attention to shortfalls in the business and have worked hard to resolve the following…
Read MoreAn interesting part of unpacking client strategies is exploring the foundations off which decisions are made. Yes, we manage money, but money is managed by humans, and so most of our work involves helping people understand why they make certain decisions, and how those decisions are helping or hurting them.
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