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News Release: 9/20/2022

What is Your Money Purpose?

The first step in my Discovery process is to ask you the question “What is it that you Want?”  What type of retirement and legacy would you like to have?  By finding out what it is that you want, I then ask you “What is it that you Have?”  The answers to those 2 questions will start us on a path to make sure that what you want Aligns with what you have.  To discover more about this process, please give us a call. 

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