Financial Planning is a very broad term. It can cover investments, savings, retirement, education, cash reserves, short term goals, long term goals . . . the list goes on and on. The sheer number of topics can seem overwhelming and lead many to throw their arms up and surrender. At
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Like most philosophical ideas, "Intentionality" leaves room for interpretation. For me, intentionality brings about thoughts of having an overall mission and being self-aware of whether my actions are moving me toward this mission. When dealing with clients, I want them to feel better than before they were working with me.
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