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106 Things We Do For Clients, No. 9

No. 9 of 106 Things We Do For Clients

Help you determine realistic goals. Maybe you dream of owning a vacation home, taking a cruise around the world, or going back to school to get a master’s degree. Whatever your dreams and goals, it’s going to take money to achieve them. There is a big difference in the price tag of purchasing a vacation home on the beach in California or in the Baja Peninsula. Or cruising around the world in an inside cabin on Carnival or a suite on Seabourn. Or getting your master’s degree from Yale or the University of South Dakota. A financial planner can help you determine which of your goals are affordable, which are costly, and how the costly goals may be able to be made much less so.

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