Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development


Solving the Most Common Money Problem


Last week, the majority of my meetings with both prospective and existing clients revolved around the most common money problem- the ins and outs of income and expenses balancing the day-to-day needs & wants while continuing to build for long-term goals.

Watch the video to hear more about that problem and the solution, including my role as identifier/planner/prompter and your role as pattern-changer.



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Sara McCullough
May 17, 2024
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