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Fifteen Minute Financial Advisor

Mar 19, 2019

There is no greater feeling as a fiduciary financial advisor than when a client can check a goal off of their list in their financial plan. Today we talk about a framework for making goal-oriented decisions by thoughtfully planning your goals, and prioritizing them. It's all through the lens of the story of a young client named "Nick" and things he had to consider when buying his first home. 


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