Setting goals, accomplishing dreams, and making memories

As we work as our clients’ close partners and help them plan for the future, we also revel in their success – however they define it. Here are a few of their stories.

Karim & KarimÉ

Reaching the peak

As new empty nesters, Karim and Karimé finally had the time to check their dream travel destinations off of their bucket-list. But first, they made sure to partner with our team to ensure they had the financial stability to accomplish their goals. With newfound peace of mind they visited India, Vietnam, and the Galápagos Islands, and culminated their globetrotting trip by climbing to the peak of Huayna Picchu in Peru. Not only did the peak provide them with a beautiful view of the incredible citadel of Machu Picchu, but it also offered them a new perspective on all that they had accomplished.

Gord & Helen

Making Italy dreams a reality

Gord and Helen always had a dream of exploring Italy, but there was one small hurdle: Helen doesn’t fly. As part of our Vision planning, they declared it as a goal and we helped set the planning in motion, ensuring they had the clarity, stability, and confidence to achieve it. After months of preparation, they embarked on their incredible three-month journey with lovely experiences on boats, trains, and buses, making their Italian dreams a reality. Although they had envisioned the trip as a once in a lifetime experience, they enjoyed it so much that they’re thinking about doing it again.

Claire Booth

Semi-retired, fully living

As the owner of a market research company, Claire relies heavily on quantitative and qualitative data when it comes to making decisions. Her decision to pair with us was based not only on the quantitative results of our one-page financial plan, but the qualitative confidence it provided her to live a meaningful and fulfilled life. Taking that to heart, Claire took time away from her business to write a book, and is currently sailing the world with her partner for the next several years while living the semi-retired life she’s always dreamed of.

You really experience true peace of mind and feel like you’re on a team that you believe in and can trust.

– Brian Pollitt, retired firefighter captain

It’s your money – isn’t it time you enjoyed it?

Let’s connect