Spring has arrived in North America and with it comes the buzz around re-birth, cleaning and starting anew. As part of this, it only makes sense that a financial review happens now as we have just made our annual contributions to our retirement plans and filed our taxes.
As part of this financial review, consider taking stock of your values and how they align with your social vision. If we are not putting our social values in the centre of our financial planning we might see that our goals and objectives are not readily achieved. We want to have our social capital plan established so that when we are ready, it can be implemented immediately. To help you with this, we have posted a number of
for you and your advisor to use at your next planning meeting. Please share back with us how you have used these tools.
For our own Spring Cleaning, we would like to get some feedback from you. If you can please take a moment to complete the survey (link just below this letter), we will be using this information to develop our workshops, seminars and business services.