Financial and Life Journey Insights and Articles
Make Your Dreams A Reality

Can You Live for Today While Planning For the Future?
Can you live for today while still planning for your financial future? In this post, we discuss important steps to take to strike this delicate balance.

Meaningful Conversations about Leaving a Legacy
Lately, I’ve been having more meaningful conversations with my clients about the legacy they want to leave behind. I thank the Canadian Association of Gift Planners (CAGP) for helping me go deeper with these conversations. The ongoing training provided by CAGP and...

How to Save Money for a Financially Secure Future
These five tried and true pieces of advice will help you save money to ensure a financially secure future for you and your loved ones.

Betty-Anne Howard
Betty-Anne Howard is an award-winning Financial Planner, Author and Speaker who specializes in helping women make their dreams a reality through financial literacy and charitable giving.
Betty-Anne’s goal is to raise an additional 50M for charities in her lifetime.