Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
 
 

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Happy 2025!

 

Want a broad overview of how to think about your finances and set goals for this year?

 

This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.

 

 

 

 

 

 

 

 

 

 

 

 

 

“All conversations are with ourselves.  Sometimes we include other people.”  Fierce Conversations

 

"Wisdom happens between two people.  You can’t be wise on your own.”  Joel Schmidgall

 

Last week, I had several client meetings, phone calls with other advisors.  I had 5 evening zoom meetings related to a volunteer position that I hold.  Some people I knew well, some not at all.  Unexpected questions, explaining how a fundraising campaign would be adjusted during a pandemic.

I didn’t run out of words in any of those situations.  When I tried a video post however, words were there, then gone.  Really gone.

 

Words do matter. Silence allows for connections that might otherwise not have happened.  Laughter is valuable.

 

“All conversations are with ourselves. Sometimes we include other people.” Fierce Conversations “Wisdom happens between two people. You can’t be wise on your own.” Joel Schmidgall Last week, I had several client meetings, phone calls with other advisors. I had 5 evening zoom meetings related to a volunteer position that I hold. Some people I knew well, some not at all. Unexpected questions, explaining how a fundraising campaign would be adjusted during a pandemic. I didn’t run out of words in any of those situations. When I tried a video post however, words were there, then gone. Really gone. Words do matter. Silence allows for connections that might otherwise not have happened. Laughter is valuable.

 

 

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