We’ve noticed a key to financial well-being for couples … They approach their money with a mindset of “ours” and “we” instead of “yours” vs
What could happen in your life in the next 3 years that would dramatically impact your financial situation? What are you doing to capitalize on
We’ve found it helpful to: 1. Become clear on why it’s important and the potential impact of doing it vs not doing it 2. Identify
Most prospective clients think we’re going to recommend something overly complex. It’s often quite the opposite.
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