June 2, 2018

Case Studies I don't want a divorce

Is money causing stress in your life?

Arguing about money is acknowledged as a key contributor to divorce and separation. Knowing this, would it decrease the stress in your relationship… to help you learn some effective ways…

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May 24, 2018

Case Studies

What is enough? or How much $$ do I need to retire?

These two versions of the same question are the most common questions that any financial planner is asked. They are difficult questions to answer because it depends… on expectations, lifestyle,…

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February 15, 2018

Case Studies

From my case files: Grey Divorce – What is it?

As I work with couples separating and divorcing, I have worked with an increasing number of people in their 50’s, 60‘s  and 70’s choosing to end their long term marriage…

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February 8, 2018

Case Studies

From my case files: Financial planning for blended families

We enjoy working with blended families at Next Step Financial solutions Inc. We help them create financial planning and communication skills to create strong, resilient blended families. Divorce and death…

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February 1, 2018

Case Studies

From my case files: My children need money

Today, I’d like to share a story about a client who needed money for her children. My children need money- should I give them some now? Background: In this case…

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