Back in 2002 I decided I wanted to be a financial planner. I was doing business coaching at the time (and still have several great biz coaching clients) and could see that financial planning was something my business owner clients really needed. I began my studies for...
I’ve been paid for personal financial advice since 2002 so you could say that I’ve been at it for awhile – more than a dozen years. In all that time, I’ve been consistently struck by the similarities between good financial planning and the...
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