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How Resilient Are Your Finances?
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How quickly could you tell me the impact of these purchases on your finances:
· A $10m mansion at the beach?
· A cup of Starbucks coffee?
· A home improvement or new car?
People tend to freeze on that third question because we don’t know how resilient our finances are.
We’re discussing how planning involves measuring, defining the problem, and finding solutions. This involves something that many people aren’t comfortable with: being vulnerable.
At Principles of Financial Planning, we use what’s called a Slack Evaluation to help our clients understand how resilient their finances are. CLICK HERE to find out more about that service.
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