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April 2011

Building Momentum Through Financial Planning

Jim Bell, CFP®
President and Founder
Forrest Bell
Senior Investment Advisor, Financial Planner

Whether you are saving for retirement, your children’s education, or moving from the city to the country, you need a road map to reach your ultimate destination. Join us as we review our financial planning process including information and tools needed to set the course for your financial journey. The discussion will cover:

  • Living without a financial plan
  • The key aspects of a plan
  • Stress testing and creating a budget
  • Steps towards positive momentum with planning

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