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Frequently Asked Questions
WHAT IS OUR MISSION? Our approach to financial planning is simple: create a special client experience where people feel welcome, looked...
Sep 4, 20242 min read


Life can change overnight - Make sure you have your Power of Attorney in order!
Often, we have conversations with clients about their overall estate plans. Not a comfortable conversation at times, but one that is an...
Feb 7, 20241 min read


Do you have a will?
We often talk to our clients about the importance of having a will. It’s important for many reasons, but one of the most important is...
Nov 23, 20231 min read


Registered Education Savings Plans
There is no better way to save for school! Registered Education Savings plans (RESPs) are the best plans to save for your children’s...
Oct 12, 20232 min read


Enough is Enough
When is enough actually enough in regards to your retirement plans? We have all heard this phrase when someone has reached the limit of...
Apr 3, 20232 min read


Financial Calculators... Let's Chat
Retirement Calculators, Insurance Calculators, Time value of money, Inflation, Taxes, so many variables to consider. A question we get...
Apr 3, 20232 min read


What can you expect when you work with BlueSky
Financial Advice, Discipline, Independence, Care and Simplifying the Complex While our goal is always to focus on you and your financial...
Mar 31, 20231 min read


Lasting Wealth Financial Plan
Blue Sky Financial Planning developed a proprietary planning process which is centered around our definition of “Wealth” . We define...
Jan 6, 20202 min read


Gifts for Grandchildren
Someone once said, “If I had known how much fun grandchildren are, I would have had them first!” Grandchildren truly are special and...
Jan 6, 20203 min read


Points to Ponder
“I have learned a lot and discovered nothing” – Ricardo Semler “The Seven Day Weekend” “Have fun wherever you go because you are going to...
Jan 6, 20202 min read
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