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CFP-GEN: Diagnosing Client Financial Health: Budgets, Emergency Funds, and Key Ratios
Hey, welcome to VoraPrep Audio. Glad you’re here. Let’s talk about something you're definitely going to see on the exam, but also, something you’re going to see constantly in your real-world practice. It's that client who makes great money... but is completely broke. Think about a couple, let’s call…
The skinny
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