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’
Keith and Allison initially faced a complex and unstructured financial landscape. With the guidance of Lupin Planning Group, they were able to improve their focus to streamline their financial plan and achieve significant milestones. Strengthening their future and financial well-being, they have purposefully set out their plan for retirement. They now feel that their investments
Upon the passing of her husband, Paulette returned home to NL where her heart had been for 20+ years. After a lifetime of traditional saving, she was seeking a more personalized approach for her next chapter. She met with one of our advisors at Lupin Planning Group and – through a series of purposeful conversations