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Listed In: Financial Planning
Most people, even many advisors, view financial planning as mainly a math exercise. While there are certainly a lot of numbers involved, James views financial planning as a holistic process that centers around helping our clients gain a clear understanding of their relationship with their finances;… Most people, even many advisors, view financial planning as mainly a math exercise. While there are certainly a lot of numbers involved, James views financial planning as a holistic process that centers around helping our clients gain a clear understanding of their relationship with their finances; what money means to you, what you want your wealth to do for you. Read more