Episode 27: Preparing for Unique Situations
Your financial situation is unique and so are your goals, so don’t settle for a one-size-fits-all financial plan.
When it comes to financial planning, there is no one-size-fits-all strategy. Your situation is unique – and so are your goals – and you may find that you need more extensive planning than most people. For example, do you own a family business, have a child with a disability, or require special planning in some other way? My challenge to you this week is to make sure you are appropriately prepared, and I recommend getting expert advice to help you along the way.
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