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Are you a parent who struggles to find time for anything beyond your career, being a good spouse, & maximizing time spent with the kids?๐โโ ๐ ๐ข๐ง๐๐ง๐๐๐ฌ, ๐ฐ๐ก๐ข๐ฅ๐ ๐ฒ๐จ๐ฎ ๐ค๐ง๐จ๐ฐ ๐ญ๐ก๐๐ฒ'๐ซ๐ ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐ญ, ๐ญ๐๐ง๐ ๐ญ๐จ ๐ ๐๐ญ ๐ค๐ข๐๐ค๐๐ ๐๐จ๐ฐ๐ง ๐ญ๐ก๐ ๐ซ๐จ๐๐. ๐๐จ๐ฎ ๐ค๐ง๐จ๐ฐ ๐ฒ๐จ๐ฎ ๐ง๐๐๐ ๐ญ๐จ ๐๐จ ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ , ๐๐ฎ๐ญ ๐ฅ๐๐ญ'๐ฌ ๐๐ ๐ก๐จ๐ง๐๐ฌ๐ญ - ๐ฐ๐ก๐๐ซ๐ ๐๐จ ๐ฒ๐จ๐ฎ ๐๐ฏ๐๐ง ๐ฌ๐ญ๐๐ซ๐ญ? Thatโs where I come in. I get it, life is busy, especially for those of us with families. You're working hard to grow in your career. You come home & want to be a good husband, wife, parent, etc. By the time the day winds down, you're probably binging that Netflix show or, like me and my wife watching the game - Go Grizz! I help busy parents just like yourself by creating strategic & flexible financial plans for both the short & long term. Plus, I work with you along your journey. ๐๐จ๐ฐ ๐๐จ ๐ฒ๐จ๐ฎ ๐ ๐๐ญ ๐ฌ๐ญ๐๐ซ๐ญ๐๐? โ ๐๐ข๐ฌ๐๐จ๐ฏ๐๐ซ๐ฒ ๐๐๐ฅ๐ฅ: 15-minute call to see if my services are a good fit for you โ ๐๐ง๐ข๐ญ๐ข๐๐ฅ ๐๐๐๐ญ๐ข๐ง๐ : We sit down in person or virtually & talk in more detail to uncover your needs & goals for you/your family โ ๐๐ฅ๐๐ง ๐๐๐ฌ๐ข๐ ๐ง: My team & I create a financial plan that will help your family get started on the path to meeting your goals โ ๐๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐จ๐ง: We'll walk through recommendations together & how to get started It doesn't stop there: ๐ ๐๐ฎ๐๐ซ๐ญ๐๐ซ๐ฅ๐ฒ ๐๐๐๐ญ๐ข๐ง๐ ๐ฌ: make sure youโre still on track ๐ ๐๐ง๐ง๐ฎ๐๐ฅ ๐๐๐ฏ๐ข๐๐ฐ๐ฌ: track your progress over the last 12 months & look ahead to the future ๐ฒ ๐๐ฉ๐๐ง ๐๐ข๐ง๐ ๐จ๐ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐๐๐ญ๐ข๐จ๐ง: schedule a meeting anytime life changes or you have a big financial decision to make ๐๐๐ซ๐ฏ๐ข๐๐๐ฌ ๐๐ง๐๐ฅ๐ฎ๐๐: โ Financial Planning โ Retirement Strategies โ College Funding Strategies โ Protection Strategies โ Rollover IRA โ Wealth Management Want to learn more & see if my services are a good fit for you? ๐ฆ๐ฐ๐ต๐ฒ๐ฑ๐๐น๐ฒ ๐ฎ ๐ป๐ผ-๐ผ๐ฏ๐น๐ถ๐ด๐ฎ๐๐ถ๐ผ๐ป ๐๐ถ๐๐ฐ๐ผ๐๐ฒ๐ฟ๐ ๐ฐ๐ฎ๐น๐น: ๐ฏ๐ฅ๐ฒ๐ฎ๐ฐ๐ต๐๐ฟ๐ฎ๐ป๐.๐ฐ๐ผ๐บ๐ฏ Licensing & Disclosures: https://capitalplanninggroup.com/licenses/
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