Customizing Part 1: Duplicating & Storing the Template
Holistic Financial Planning (Community, $99)
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Holistic Financial Plan - TEMPLATE (G-Sheets):
https://docs.google.com/spreadsheets/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639
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https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability
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Customizing Part 2: Categorizing Your...
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https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability -
Customizing Part 3: Categorizing Your...
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https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability -
Customizing Part 4: Your Homework - E...
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