09/01/2026
This really resonated with me.
Christine Coughlin from YVR Creatives recently wrote about intentionally slowing down — something I think many of us as business owners need to give ourselves permission to do.
I slow down in the summer, too. But slowing down doesn’t necessarily mean checking out.
It’s often when I finally have the space to look at my own financial world the same way I encourage my clients to look at theirs.
I review my retirement projections. My life insurance. My investments. Our properties and projected estate taxes. And, most importantly, whether the strategies we’ve put in place still reflect the life we’re actually building.
Because life changes. Businesses change. Families change. Your financial strategy should evolve with them.
Christine’s article was a great reminder that sometimes stepping away from the day-to-day gives us the perspective to see the bigger picture.
So as summer winds down, here’s a question worth asking:
Does your financial strategy still reflect the life you’re building?
Thank you, Christine, for the reminder.
