The #1 Question I Get Asked at Softball

Monday nights in the fall mean one thing for me: softball. I love it. It’s the kind of league where everyone shows up after a long day, 30, 40, 50-year-olds who need a break.  

You’ve got parents who rushed from daycare drop-offs, couples who play together, single professionals, CEOs, students. We all leave whatever titles we carry at work behind and just play. 

But between innings, when you’re waiting your turn at bat, there’s usually time to chat. And inevitably, someone asks what I do for work. 

“I’m an investment and insurance advisor,” I’ll say. 

That’s when it happens. The question I hear more than any other: 

“So… what should I invest in?” 

I get it. If most people met a therapist at the bench, they'd probably just think: they help people with their problems. They wouldn’t know whether they specialized in CBT, somatic therapy, or whether they’d spent years working with accident victims, hospitals, or legal cases. The reality of their work is so much more layered than the title. 

 It’s the same with me. 

People hear “investment advisor” and think: stocks. 
“What’s hot right now?” 
“What should I buy?” 

The truth is, my work is so much more.  

Some days, it’s mapping out a client’s 5-year goals. Other days, it’s reviewing a benefits package, or catching that someone’s RRSP has been sitting in cash for five years 😬... it happens more than you'd think. 

Sometimes it’s helping someone fresh out of a long-term relationship plan for the family they still hope to have. Or running the math to show exactly how much they’d need to save to retire with a million dollars in the bank. 

Every story is different. Every solution is personal. 

So, when people ask me, ‘What should I invest in?’ my answer is always the same. 

It depends.

On your life. Your goals. What you want your money to do for you. 

If you’re not sure where to start, ask yourself a few simple questions:

• Do I need access to this money in the short term?

• Am I saving for something 5–10 years away?

• Or is this strictly for retirement?

• How much risk am I comfortable taking?

• What’s the real purpose of this money, security, opportunity, or legacy?

Your answers to these will look different from anyone else’s. That’s why investing isn’t a one-size-fits-all solution. Just like a fingerprint, your financial picture is completely unique

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A personal invitation 

Here’s something I don’t usually say out loud when I share my booking link below: 

Yes, I start with a quick 15-minute call to see if we’re a fit. But the real value is my complimentary 1-hour Fact-Find session. Most people are surprised I don’t charge for it. 

In that session, we dive into: 

• Your budget (with a template I’ll send you) 

• Your benefits package (if you’re not self-employed) 

• Current investment statements 

• Your 2, 5, and 10-year goals 

• Any gaps in coverage 

• Retirement dreams 

• Insurance policies or quotes you’re considering 

Then I put together a recommendation summary and walk you through the why behind it all. It’s part education, part planning, and 100% tailored to you. 

I don’t offer this to everyone, and I may not keep offering it forever. 

If you’re serious about your planning, start with the 15-minute call. It’s the first step toward your Fact-Find. Don’t sleep on this offer.

And if you’re already a client, I’d love for you to share my information with someone in your circle who could benefit from this support.