As most of you know, we have been working from home for almost 3 months now, and are happy to say that we have been relatively unaffected by the transition.  In fact, this challenging time has presented us with several opportunities to help more clients like you. Our Vision presentation, which is the backbone of our practice, has allowed us to seamlessly continue to provide updates on how you are tracking to plan. As you have seen, the continued resiliency of the portfolio has also meant you are still on course to comfortably finance your goals.

We have been enjoying helping you navigate through these times, and although our meetings have been socially distant, we hope that we have provided you with the clarity, stability and confidence around your vision and your financial plan so that you can enjoy your money, in whichever way that might be appropriate right now. We are looking forward to seeing you in person again hopefully soon, but until then, here are some photos of your team working from home and living life during these unprecedented times: