In an effort to inspire clients and prospective clients to action in the realm of financial planning, we see an endless stream of commercials featuring exotic golf courses, beaches, sailboats, and marine mammals.
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Are “Goals” In Financial Planning Helpful Or…
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In an effort to inspire clients and prospective clients to action in the realm of financial planning, we see an endless stream of commercials featuring exotic golf courses, beaches, sailboats, and marine mammals.