Nick & Jill both have day jobs but when you read this you may think they missed their calling to do stand-up comedy. (They are almost funnier than Connor – but keep that just between us!)

All kidding aside, Nick & Jill have done some serious hard work to get their financial life in order. We love to see how having a plan can bring such ease to our clients’ minds. It seems like we suddenly go from our carefree youth to needing to be on top of our “grown up” money issues, like student debt, mortgage payments, and affording the costs that come with having babies! Life can get real in a hurry.

Read on, have a chuckle, and if you see Nick in person please remind him that socks with sandals is just a trend! Fashionable this season, but probably not next. However, having a solid financial plan is always in style!

What is your occupation?
Jill: Speech-Language Pathologist.
Nick: Family Doctor.

Where do you live?
Jill: Vancouver, BC.
Nick: Vancouver, soon to be Kelowna.

Where are you from originally?
Jill: White City, SK (aka “near Regina!” for those who have never been to Saskatchewan).
Nick: The hard streets of southwest Calgary.

What might someone be surprised to know about you?
Jill: I took hip-hop dance classes for years!
Nick: Hip-hop dance fanatic.

What is your favourite quote?
Jill: “It doesn’t matter what you do…so long as you change something from the way it was before you touched it into something that’s like you after you take your hands away.” – Ray Bradbury, Fahrenheit 451
Nick: “Kids, you tried your best and you failed miserably. The lesson is, never try.” – Homer

My proudest money moment:
Jill: We went out for a nice steak dinner on the first payday of my career. It was a pretty special evening!
Nick: Buying our first house!

What is your top money frustration?
Jill: I always toggle between feeling like I need to enjoy my money more and then feeling like I’m too spoiled!
Nick: Looming cloud of student debt.

Money and I get along like:
Jill: A toddler hooked on his soother – I enjoy it but also feel nervous to let go of it.
Nick: Socks and sandals, feels odd when we’re together, but damn if it isn’t comfortable.

Financial security to me means . . .
Jill: That money isn’t a source of stress in my daily life or marriage, and I can be generous to others.
Nick: To live a good standard of living without worrying about money, be generous, and have room for a mid-life crisis at some point.

What is your favourite splurge?
Jill: Cheap clothes on sale, activities when we’re on vacation (who can say no to zip-lining?), and now: frilly baby stuff!
Nick: Entire collection of first edition TY Beanie Babies. Value should make a dramatic comeback any day now, it was certainly worth never allowing myself to play with them.

If you had a chance for one do-over in life, what would you do differently?
Jill: Hiring Connor from TCM. (KIDDING! He’s our man.)
Nick: This survey.

What is the best piece of financial advice that you have ever been given?
Jill: As soon as we received guidance and made a plan with Connor, all of the unsettling mystery around money as a “grown-up” (savings, investments, insurance, etc.) was lifted from my shoulders.
Nick: Money can and does buy happiness and should be pursued at all costs. Believe that was Connor Hewson who said that.