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The Accountability Gap

Investments, Retirement Funding

The difference between “who you think you are” and “who you are” is the accountability gap.

You might say that retiring early and being financially independent is a priority, but if you are not saving for retirement there is a gap between your values and your action.

It does not necessarily mean you are a hypocrite.  It does not mean that you are a bad person. Sometimes things happen and we do not even realize them.

One of the best reasons to hire a financial planner is that they can hold you accountable.

Either you come to the conclusion that your dream has changed or you snap into action and get back to who you want to be!

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College Planning

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Roth IRA


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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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