Planning that empowers us all

Two Years of Inclusive Financial Planning

When I started Inclusive FP two years ago, I started with a simple premise, make quality financial advice more accessible, and more welcoming. I had a dream to make what’s limited to a select few clients at large institutions available to everyone, in a format that made sense for them. Little did I know that…

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Love Your Financial Today, And Happily Ever After

After quite a few hard years, I think we could all use a little self-care. So in the spirit of a day of love, I wanted to talk a little about how to love your financial present, and future. Financial planning has a reputation for always looking forward, and that can feel like the present…

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The Entrepreneurial Buzz: Staying Ahead in Today’s Competitive Market!

  Small Business Week falls in mid October, so this month I thought I might take some time to share some of the common advice I share with small business owners. Whether you’re self employed, or running a business that employs others, there’s some pitfalls it’s always best to avoid. Entrepreneurship is both incredibly rewarding,…

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What’s The BUZZ On Back To School RESP Saving?

From cottages to school time, the summer sure does go quickly. Back to school is both an exciting time and a daunting time. No matter if you’re a veteran of the September rush, it’s your first time, or you’re sending your children off to post-secondary, there’s a lot of big feelings, and big expenses. I’ve…

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What’s the Buzz on Financial Stress?

Laura writes a blog for Truro Buzz, if you’d like to check it out you can find the rest of it at https://trurobuzz.com/whats-the-buzz-on-financial-stress/ but here’s a little teaser below: It’s not easy to manage your finances right now, high interest rates, stubbornly high inflation, and those are just the broad topics. Financial stressors come from…

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What’s the Buzz on the First Home Savings Account?

Laura has begun writing a blog for Truro Buzz, if you’d like to check it out you can find the rest of it at https://trurobuzz.com/whats-the-buzz-on-a-first-home-savings-account/ but there’s a sample below! There was a time not too long ago when I told clients to have fun when buying their first home. I’d tell them to take…

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TFSA or RRSP?

What’s become one of the most difficult questions around retirement planning is the debate between whether you should contribute to an RRSP (registered retirement savings plan) or a TFSA (tax-free savings account.) Unfortunately, the answer is pretty personal, and depends on your unique situation. RRSPs and TFSAs offer one thing in common, you don’t pay…

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Fee Only Financial Plan

What makes a fee only financial plan different from a traditional financial plan? Traditionally, financial plans are done as part of a wealth management service. A financial advisor will guide you through a planning process and then recommend products, which they sell. This means that their focus, is on those products, not necessarily your goals….

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Taking the Selling Out of Financial Advice

One of the top sources of stress is money. Whether it’s managing it day to day or planning into the future, there’s a lot to worry about. A financial planner’s role is to reduce that stress and give you the support you need to manage your finances with confidence. However, a lot of financial advice…

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A Financial Plan is About Confidence

  Sometimes, Everything is Okay One of the most powerful realizations you can see when presenting a financial plan, is the moment someone realizes that they’re going to be fine. There might be some tweaks necessary, or everything might be going well already. However, there’s a big difference between knowing you’re on the right path,…

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