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Ep 5: Making Customized Plans For Each Client

As people, we all vary in who we are and what we want out of life. We all find our own purpose in this world and we want what is best in the context of our lives. That being said, our financial plan should also reflect these differences. It doesn't make sense to try and fit everybody into the same financial plan when our goals are different. Phil talks on some software he uses to make a customized plan for each of his clients and why you shouldn't settle for anything less.

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