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How to Start a Financial Plan, with Tom Gardner and Amanda Kish
Motley Fool Money
How Can You Help Couples Unify Their Portfolios?
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The first few steps would be to make sure that you have a goal a set up. Nobody is right on top of the other person with the exact same background in history and their financial lives. So we're trying to unify a team effort, which obviously brings some complexity into it.
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