If you’re like most people, you have several pieces of your financial plan in place – you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan.  However, it’s likely that each of these pieces was developed independently and at different times in your life.  We look at your financial plan as a puzzle where all the pieces need to fit together in a coordinated manner – so that you feel calm and confident about your finances. Contact me. Let’s talk.
-- Frances E. Goldman CFP®

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