I'm a proponent of being financially independent and secure. Although no one should obsess over their money, the responsible thing to do is to give yourself the peace of mind that you can cover your needs now and into the future. I encourage my friends and clients to review the attached 1 page document, curated by my certified financial planner business partner John Coleman, to make sure you are addressing the items you need to be to make sure you are being a responsible steward of your assets. Feel free to get in touch if you would like to talk further about it.
KBCPA CFP Partner
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