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I wanted to say thanks again for taking care of me and my finances. Part of my goal this year was to spend it reading books on financial planning so I could get a good handle on it.
It’s nice going through the books and being able to say: ‘Will and I put that in place and that in place.’
I’m still learning of course, but a lot of the baby steps are now looked after. I wouldn’t have felt nearly as coherent moving forward with self-employment without your help. I am looking forward to our next steps, and planning for my future goals and retirement


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