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Where to begin designing a financial plan around your life, so it sustains your whole life? Where most good things begin. Together. With a phone call or a face-to-face conversation.

Expect open-minded, judgment-free, comprehensive guidance in a comfortable setting.

We don’t start with a spreadsheet–we start with a to-do list. Then, we calculate the value in waiting and decide when it makes sense to begin.

I have a good feeling about this…

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