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A financial plan is just that, a plan to help attain the financial freedoms you want while taking precautions so that the unthinkable doesn’t sink your ship. This requires diligent coordination of many moving parts. Those parts are, but not limited to, cash flow, inflation, earnings, investment performance, tax laws, estate plans, insurance plans, family…
I did it! I have climbed the mountain and achieved the pinnacle of my profession. I’m referring to me acquiring the Certified Financial Planner™ designation, of course. My CFP® path took almost four months of intense studying, two whole years of educational courses, course exams, and a comprehensive project, but I finally passed the CFP…
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