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106 Things We Do For Clients, No. 79

by | May 30, 2018 | *Financial Awakenings, Fee Only Financial Planning


No. 79 of 106 Things We Do For Clients

Share knowledge (while maintaining absolute confidentiality) gained from the experiences of dozens of clients who have faced circumstances similar to yours over the years.

It is similar to working with a surgeon who has done an operation a hundred times or a guide that has negotiated a trail a hundred times. You can rest easy knowing that, even though this is the only time in your life you may encounter a specific financial event and the path forward may not be clear, we have helped others negotiate the same event scores of times.

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