Introduction Part 1: Overview & What This Tool Will (& Won’t) Do
Holistic Financial Planning (Supporter, $199)
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3m 33s
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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Up Next in Holistic Financial Planning (Supporter, $199)
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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!
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Introduction Part 3: Disclaimers Abou...
Holistic Financial Plan - TEMPLATE (G-Sheets):
https://docs.google.com/spreadsheets/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639Psst... 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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Customizing Part 1: Duplicating & Sto...
Holistic Financial Plan - TEMPLATE (G-Sheets):
https://docs.google.com/spreadsheets/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packag...
