Education Process that does the following:
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Define what your ideal financial plan should look like and why
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Understanding the big picture of financial decisions one makes today impacts the number of opportunities in the future
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How to create more benefits from the same dollars spent
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Making efficient financial decisions will improve one’s financial future
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Having access to money without penalties is critical to one’s financial security
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Understanding how you & others make decisions can build harmony
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One’s confidence is enhanced as a result of this process