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How to Start a Financial Plan, with Tom Gardner and Amanda Kish
Motley Fool Money
Is There a Time Line to Revisit Your Financial Plan?
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In most cases, your big time investment on doing a financial plan is going to be up front. When you come back to revisit, it's more of just a check in to see if you're still on track. If they had a lot of high interest credit card debt, that would probably be one of the first places i might recommend that go to.
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