Have you ever wondered why you were hesitant to execute a financial plan created for you by a planner?You have a nagging feeling that you can't pinpoint. Maybe it's because you have not determined if the plan supports your values. We will discuss the importance of having a vision and mission statements in place BEFORE a financial plan is created. Our guest is one of my clients, Heather Carmichael. We will discuss how this process has helped her reach her goals.
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