goal-based financial planning -

The Secret to Financial Success Has Nothing to Do With Money

23 March 2026 by jim & david

What If the Secret to Financial Success Has Nothing to Do With Money? Think about the most financially confident person you know. Maybe it’s a neighbour who always seems relaxed about money, or a colleague who paid off their mortgage early while the rest of you were still arguing about whether avocado toast was the … Read more

Never Budget Again: The Canadian Financial Plan That Works

6 February 20266 February 2026 by David

Never Budget Again: Finally, A Financial Plan That Won’t Make You Want to Hide Under Your Desk

Goal-Based Financial Planning for Canadians

8 March 202621 January 2026 by Jim

Why I Wrote a Book About Goal-Based Financial Planning for Canadians After years of helping Canadians navigate their finances, I kept seeing the same pattern: smart, capable people struggling with traditional budgets that were designed to fail from the start. This book is my answer to that problem. The Problem I Wanted to Solve Here’s … Read more