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Simple Financial Plan.
Wealth plan
1 You should first have a clearly written budget.
2 Quickly save up $500 for emergencies
3 Become debt free (with the exception of your house)
4 Save up 3-6 months of your salary for an emergency fund.
5 Invest in your future / pay off mortgage.
Buy assets to protect against downturns.
6. Be generous in giving.
Contact us, we can go through each step with you and tailor them to fit your needs.
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