Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development


3 Things about my Career

3 things about my career that I didn’t expect and I really love:


Working with multiple generations of the same family: family dynamics- always interesting.  Integrating single family plans into a cohesive transition plan- challenging and exciting.


Corporate tax returns: tell me a story about a business that owners don’t.  I didn’t know I could generate so many questions and so many options from a rigid document.


Marriage proposals: between clients.  In my office, in the middle of a meeting.  It doesn’t happen often, a handful of times over my career.  Usually none of us see it coming, including the one who brings it up.



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Sara McCullough
May 17, 2024
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May 10, 2017
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