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You are ultimately in charge of your finances, and the results you derive from working with a Certified Financial Planner™ professional will be so much more robust if you avoid these common mistakes.
Financial planning is dynamic. Your financial goals will change over the years with changes in your lifestyle or circumstances, such as an inheritance, marriage, birth, house purchase or change of job status. Revisit and revise your financial plan as time goes by so you stay on track to meet your long-term goals. A CFP® professional can offer financial planning advice to help you achieve your goals.
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