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Cody Garrett, CFP®️

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DIY investors can successfully manage their own money!

I teach families and financial advisors how to create a comprehensive financial plan.

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Tweet Jun 3, 2023
A family's comprehensive financial plan can include more than 25 topic areas. With only 4 of them involving investments. Here is a list of the planning areas with descriptions (and examples) of each: ---Thread---
by Cody Garrett, CFP®️
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