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How To Simplify Complex Financial Plans

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Lengthy financial plans are fantastic…for financial planners. However, most people become overwhelmed when they receive a 70-page document with dozens of items to accomplish.  Unfortunately, it has been my experience that action is ultimately not taken by the clients.

It has been my experience that when clients receive a simple one-page plan with clear next steps, action is taken.

How do you eat an elephant?  One bit at a time. Effective financial planning is no different.

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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