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


Blog



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.

 

 

Subscribe to this Blog Like on Facebook Tweet this! Share on LinkedIn

Contributors

Blog Contributor Portrait
Sara McCullough
81
February 21, 2024
show Sara's posts
Blog Contributor Portrait
Fraser Lang
1
May 10, 2017
show Fraser's posts

Latest Posts

Show All Recent Posts

Archive

Tags

Everything financial planning change Budgeting Insurance commuting executive severance Fee-Only Fee-Based wills estate planning RESP divorce family law certified divorce financial analyst CDFA manage your money 2024 financial changes