Saturday, September 19, 2009

Goal #50 Meet With a Financial Planner

This summer, Jeff and I met with an amazing financial planner! He helped us develop a game plan to pay down some debt we've incurred, gave us a strategy to pay ourselves first and build up a savings, and made us more financially secure by selling us life insurance policies.

I don't think we could have found a planner more concerned with our financial well being and willing to share all of his advice and wisdom..... thanks dad!!! :)

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