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Love or Money? How To Win at Both

The Stacking Benjamins Show

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Clarify - The First Step in the Framework

The first step in a financial plan is to clarify what your goals are. Then you need to communicate that decision to whoever else is involved. In the case of Lauren, it was relatively easy because she had only herself to consult about this. When you have a couple making a decision, clarify is much more complex and can go round and round several times.

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