money
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Introduction “I love my budget” might be the strangest sentence you’ll read today. Most people view budgets as restrictive, boring, or even punitive. But after 20+ years of budgeting, I can honestly say it’s become one of my favorite financial tools – not because I’m a spreadsheet nerd, but because it’s given me something priceless:
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The goal is to see if we’re a good match and whether I can genuinely help with what you’re trying to accomplish. Getting to Know You Tell me about yourself and what brought you here today. How do you like to work with people? The Big Picture What are you hoping to accomplish? Tell me
Guiding Light Financial Planning 