Who this is for:Starting Out: You are new to "adulting" and want to make sure that you are laying excellent groundwork for success.Suggested topics: T...
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1 hour meeting to discuss and answer your financial questions.When booking, please email a list of questions in advance so that we can make the most o...
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Who this is for:US-based self-employed people including solo entrepreneurs, independent contractors, sole proprietors, and single-member LLCs (SMLLCs)...
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Who this is for:US employees working for someone else.Suggested topics: I want to start investing in my company retirement plan but I don't know where...
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Who this is for:People who owe tax at tax time, are stressed out by it, and want to stop the cycle.People who owe for the first time and don't underst...
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