Disciplined Money
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Here, you’ll take responsibility and accept accountability for your financial and retirement success, but you will not be alone. Together, we’ll discuss your vision of your family’s future. We’ll review your current plan and determine if that plan achieves your most important goals. Together, we’ll focus on the decisions over which you have control and then review the risks over which you have les
11/22/2018
I tend to see how the financial planning process fits just about everything. I can be sitting at a sporting event and compare the team& #8217;s process to our financial planning process. The latest example& #8230;elections. I considered...
Reviewing our financial planning process I tend to see how the financial planning process fits just about everything. I can be sitting at a sporting event and compare the team’s process to our financial planning process. The latest example…elections. I considered...
08/19/2018
We often take for granted the factors in our life that are going & #8220;right.& #8221; We set them on cruise control and focus on areas that aren& #8217;t quite as & #8220;smooth.& #8221; If we are lucky, everything is going as expected,...
Are we taking performance for granted? We often take for granted the factors in our life that are going “right.” We set them on cruise control and focus on areas that aren’t quite as “smooth.” If we are lucky, everything is going as expected,...
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7220 N 16th Street, Building D
Phoenix, AZ
85020
