When Kerry Lynn decided to take control of her financial future, everything changed. Despite a successful career, a beautiful home and four amazing children, conversations around cashflow had always been a source of stress and something to avoid. When she found herself single in her mid-forties, she knew it was time to change that narrative.
The first day Ruth walked into our office, she was filled with both sadness and trepidation. While grieving the loss of her beloved husband of more than 50 years, she found herself having to navigate the complexities of financial planning alone. Having dealt with large institutions for financial advice up to that point, she was
As a successful real estate professional, Cody is on a mission to ensure his clients have a stress-free home buying experience. During a recent meeting with his Lupin Planning Group advisor, he was surprised to learn the differences between mortgage insurance purchased through a mortgage lender versus insurance purchased privately through an independent insurance professional.
As a freelance professional in the theatre arts community, Mara’s industry had been hit hard by the pandemic. When she initially reached out to a member of the Lupin Planning Group team, her goal was to gain better clarity around her cashflow and to build in contingency for the future. In those early conversations, we
Breanna is a young woman with a vivid vision for her future. As soon as she started earning a paycheck, she began saving regularly with the goal of owning a home and someday starting a business. While her cashflow habits were strong, she felt her knowledge of investment options and strategies was not. She knew
When Brian and Crystal first reached out to Lupin Planning Group, the world was in lock down. As professionals working in the arts community, they had been hard hit by the pandemic and felt like they had no control over their financial fate. They had dreams of cashflow clarity, home ownership and having the financial
When Rita’s life partner and soul mate was diagnosed with ALS at the age of 48, her world was forever changed. A trained healthcare professional, she cared for him as the illness took its toll on his body. Grateful for her love and the family they had built together, the disease would eventually take his
Chris and Priscilla were already well on their way to making their dreams a reality when they reached out to a member of the Lupin Planning Group team. As professionals working in the skilled trades, they were recently married and were diligently saving for their first home. They had heard about the original first-time homebuyers’