Introduction

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  • Introduction Part 1: Overview & What This Tool Will (& Won’t) Do
    03:33
    Introduction Part 1: Overview & What This Tool Will (& Won’t) Do

    Introduction Part 1: Overview & What This Tool Will (& Won’t) Do

    Holistic Financial Plan - TEMPLATE (G-Sheets):
    https://docs.google.com/spreadsheets/u/2/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639

    Learn more about Triple Creeks Consulting here:
    https://triplecreeks.org/

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  • Introduction Part 2: Language & Attitude
    03:32
    Introduction Part 2: Language & Attitude

    Introduction Part 2: Language & Attitude

    We're curious about your attitudes & approach to money! Are you willing to share? Please note your responses to this quiz will be viewable by anyone else who has also filled it out. As a result, we recommend not sharing personal identifying information; but don't worry, we're not asking for any!
    ...

  • Introduction Part 3: Disclaimers About This Process
    02:52
    Introduction Part 3: Disclaimers About This Process

    Introduction Part 3: Disclaimers About This Process

    Holistic Financial Plan - TEMPLATE (G-Sheets):
    https://docs.google.com/spreadsheets/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packag...

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