It’s all planning until you turn it into reality…it’s not as tricky as you might think! It helps to be organized in terms of your filing system but the organization essentials are more about minimizing the administration. Credit Cards – Hold and carry 2 (put away or cancel the rest) Bank Accounts – 1 Chequing […]

This is Part 1 of a 2 part process to get your plan developed and implemented because it’s one thing having a plan but it’s another to make it happen! That’s the key – put your ideas into action to make your dreams a reality. There are essentially 2 steps to Part 1: Understanding the […]

Last week was the ‘why’ and this week is the ‘who’ and ‘what”. Who is you! Now you need the ‘what’ to put together a picture of your finances. Your prioritized goals from last week. A list of your assets and liabilities. Assets = Things like real estate, vehicles, savings and investments and Liabilities = […]

My girls are always asking ‘why?’ and much of the time I’m not able to provide a good answer. The question this morning was about the colour of planets, specifically Neptune. I was able to pin it on gases but couldn’t be any more scientific than that. However when they ask ‘why’ about finances, I […]