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Every piece of the pie is important

Every piece of the pie is important

| March 17, 2023

Every piece of the pie is important.

In a comprehensive financial planning process, there are 8 important pieces:

• financial goals
• budgeting
• savings plan
• investment strategy
• retirement planning
• tax planning
• risk management and
• estate planning

If any piece is removed, the plan is incomplete.

To consider only one piece without regard to the other 7 is to ignore the richness that is baked in to a well-thought out recipe for your life.

Every family’s recipe is slightly different based on their unique circumstances.

When was the last time that you considered all 8 pieces of your financial pie?

Today is the perfect day to start the conversation! Message me to schedule a call

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