Most of my clients are women; they are fun, engaged in life and want to make sure they can afford their lifestyle forever. The problem is most are spending too much and will run out, and others, are not spending enough! They want a realistic picture, a simple plan and an advisor who treats them like family.
It's interesting in that it doesn't matter where they are in life they all come to me with the same three concerns:
As a result of working with me, we will develop your:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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