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106 Things We Do For Clients, No. 94

No. 94 of 106 Things We Do For Clients

Become a steward for the financial success of you and your family.

This doesn’t mean you will invite us to family holiday dinners, but it does mean that we may become like members of your extended “family of choice.” You have no choice about the family into which you are born, but you can choose those who become close to you, whom you can trust to be honest and responsible, and whom you can rely on. Most financial planning relationships last for decades, and it’s not unusual to develop a special bond and friendship that extends beyond the fee-for-service relationship.

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