Stu and Alison have a beautiful love story – a whirlwind romance rooted in connection, shared values, and a deep passion for mental health.
But while their relationship felt aligned, the story they were telling themselves about money did not.
They struggled with cashflow clarity and often felt like they were making financial decisions reactively, not intentionally. They were overinsured in some areas, underinsured in others, and unsure how it all fit together. Simply put, they didn’t know what they didn’t know.
And despite their awareness of mental well‑being, they could feel the quiet toll this financial stress was taking.
As parents to two young daughters, that realization mattered even more. They wanted to model something different, something that would help their girls form a healthy, confident relationship with money.
Frustrated, Alison sent an email to hello@lupinplanninggroup.ca and they were matched with Elaine, a valued member of the Lupin Planning Group advisory team. Through their work together, Stu and Alison have gained the clarity and perspective they had been missing. With a stronger understanding of their financial picture and options, they were able to make decisions that truly reflected their priorities.
One of the most meaningful outcomes: Alison achieved her goal of completing her Master’s Degree much earlier than they ever thought possible.
“Elaine is a part of our care team now. Since we began working with her, our lives have drastically changed for the better.”
This is Lupins in Bloom – a series celebrating the perseverance, courage, and growth of clients who chose to move forward, one step at a time.