I have been preparing for my career as a financial planner all my life. As a high school senior, I once gave a speech on the benefits of compound interest. Though I started college with a desire to be a marriage and family therapist, I found that I could do more for people by helping them with their financial lives. Things like effective cash flow planning and life planning can have a profound impact on reducing the stress and conflicts in marriages that surround money. My primary responsibility as a financial advisor is to help individuals and families to achieve clarity on their financial and life goals, and work closely with them to accomplish those goals.
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