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Monthly Archives: November 2025

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The 4 Money Scripts We All Picked Up as Kids

Financial Planning

The 4 Money Scripts We All Picked Up as Kids (And that are probably still running your financial life today) 1. Money Avoidance Core belief: “Money is bad, dirty, or the root of all evil. Wanting more makes you a bad person. Rich people are greedy.” What it looks like as an adult: Under-earning on purpose, […]

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Honouring Legacies

Legacy Planning

  True wealth extends far beyond investments and  balance sheets – it’s as much about the stories we leave behind and the wishes we honour.  This time last year I headed to Belgium to compete in a bicycle race.  Before I left, I  mentioned the trip to one of my long-time clients during a routine […]

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