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Monthly Archives: July 2025

Your health is your wealth

Financial Planning, Retirement

Your Health Is Your Wealth When I sit with clients, we talk about more than just money. We talk about goals, values, lifestyle, and longevity. Too often I’ve seen avoidable health issues derail the best-laid financial plans – financial wealth doesn’t matter much if you’re too ill to enjoy it. Your quality of life in later […]

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Delayed action equals delayed freedom.

Financial Planning, Investments

  The longer you wait, the harder it becomes to build real, compounding wealth. Compound interest isn’t just a financial concept – it’s the closest thing we have to a superpower. Albert Einstein reportedly called it the “eighth wonder of the world,” and for good reason. When you invest early and consistently, your money doesn’t […]

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Have you insured your most valuable asset?

Financial Planning

  Over the weekend, I competed in a three-day cycling stage race.   On the second day I got caught in a crash in the peloton and had to withdraw due to injury. My bike took a beating but thankfully it’s insured for competitive use.  Crashes are part of racing. Often they happen without warning […]

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