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Episode 40 - Seven Questions to identify your financial goals for the new year.
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Welcome to 2024! In this episode, I walk you through seven questions that will help you develop a financial plan for the New Year. Whether it is the first year that you are trying to develop a financial plan or the 20th year, these seven questions are sure to make the process clear and simple.
Here is a free resource to help you start your plan:
Financial Wellness Checklist
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