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Managing growth for business owners

Are you a lawyer with questions on how to grow your investments? 

Cultivating a growth mindset around money

Why financial growth can be deceptive

Home and Financial Document Organization

Business owners, it’s time to start spring cleaning.

Spring Cleaning Your Finances 

Unique financial challenges female lawyers face

Taking Action: A Woman’s Perspective on Deciding To Tackle Her Finances

Is there a gap in your income protection?

Knowing the difference between Tax Filer and Tax Advisor

Conquering Women’s Fears Around Finances

Trends in Family Law

PART 2: Financial Conversations Couples Need To Have at Different Life Stages 

Financial Conversations Couples Need To Have at Different Life Stages   

Disruption and Reinvention: Starting a Second Career in your Forties

How to create a strong financial fortress during market downturns

Creating a Financial Vision Board for 2023

5 Tips to set yourself up For Financial Success in 2023

Year-end Donation strategies  

Year-end tax planning  

Getting clients organized for 2023  

Combating Quiet Spending

Our Client’s Journey to Building Financial Confidence

How Working with an Advisor can Improve your Confidence

A letter from the CEO’s desk

Getting Psychologically Ready for Retirement

Retirement Planning for Business Owners

Top Issues Clients Face with Retirement

What Risk Means for your Investment Portfolio

Finding Investment Opportunities in the Market

Behind The Scenes On Helping Our Clients Choose Investments

How to Deal with Debts Amidst Rising Costs

Buying and Selling Homes as Prices Fall

Parenting and Back to School 

Dealing with the high cost of living  

Ask Team Jackie Porter Series – Financial Planning with Jin Lee

Budgeting for Home Renovations

Mental Health and Finances

Planning a Vacation Post Covid 

Dealing with spending pressures

Behind the Scenes – Working with Lawyers on a Financial Plan

Positive Experience with Financial Planning – A conversation with Erin Leslie

What Are the Process of Putting Together a Financial Plan? – A conversation between Jackie and Jin

Creating Financial Transformations

Building A Brand Effectively in Second Quarter – A Conversation with Cassie Drake

How to boost your business mojo – A conversation with Valeri Hall Little

How to make a financial fresh start second quarter? 5 principles from Jackie Porter

The #1 Challenge that Leaders Face, from the Founder of Green Apple Consulting – Lisa Mitchell

What is entrepreneur resilience? A conversation with Karen Dean