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CFP-GEN: Financial Ratios: The Planner's Diagnostic Toolkit
Hey, welcome to VoraPrep Audio. One of the biggest traps on the exam is looking at a client's high income and assuming they're financially healthy. You might see a doctor making three hundred thousand dollars a year, with a net worth of one-point-five million. You think they're set. But what if they…
The skinny
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