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How to Start Your Year with Purpose and Financial Clarity: Part 1
Start the year strong by aligning your goals, values, and cash flow. Build lasting momentum with clear plans and a financial strategy.
Purpose Over Portfolio: How to Save for Your Child with Your Values in Mind
Start saving for your child by focusing on your values: Purpose first, then Plan, then Portfolio.
Jonathan Harner, CFP®
Nov 21, 2024
Let’s Make Smart Decisions, Together.
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