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CFP-GEN: Mastering Personal Financial Statements: The Planner's Diagnostic Tools
Hey, welcome to VoraPrep Audio. Glad you could join me. Picture this. You're sitting across from a new client. We'll call him Kenji. He's 45 and makes a great six-figure salary, but he looks exhausted. He leans forward. "I feel like I'm on a financial treadmill," he says. "I make good money, but I h…
The skinny
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