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Why We Do What We Do
My passion for financial planning begins with these very simple human facts: each of us has the freedom to make choices concerning how we live our lives. This freedom is one of the many gifts of living in a free society.
Many of the choices we make have a financial component and frequently this is either not adequately recognized or addressed. Even if acknowledged we do not always do the things we need to do to address these financial dimensions of our life decisions.