Happy 2025!
Want a broad overview of how to think about your finances and set goals for this year?
This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.
Solving the Most Common Money ProblemMonday, June 22, 2020
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Solving the Most Common Money Problem
Last week, the majority of my meetings with both prospective and existing clients revolved around the most common money problem- the ins and outs of income and expenses balancing the day-to-day needs & wants while continuing to build for long-term goals. Watch the video to hear more about that problem and the solution, including my role as identifier/planner/prompter and your role as pattern-changer.
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Sara McCullough 83 July 24, 2024 |
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Fraser Lang 1 May 10, 2017 |
