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Financial Planning

Financial planning is the cornerstone of a well-constructed life. Knowing where our money is going, how much is coming in and out, and having a plan to get to where we want to go, are critical life skills. It is not just about the money either. It is about making our whole life work. We recognize that money is the currency for being in charge of our life, supporting our values and taking care of the people who matter to us.

Video Lessons

You will find foundational information and knowledge here — with a sprinkle of wisdom and a dollop of humour.

We will help you get the “lay of the land”. It is important to get the overview of the relationship between income, spending, debt, investing and long term goal achievement. When we understand the context of our economic decisions, it becomes easier to dig deeper into the actual strategies that will get us to where we want to go.

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Tracy Theemes Quote

"Our financial situation is not about the numbers, but the contexts and stories we live in and with."

Tracy Theemes