“The reason I do this is because I became a professional advisor to help people make informed decisions with their financial future. It’s very fulfilling. One of two things typically occurs when a friend or family member goes through this process. Either I validate for them that their current approach is fundamentally solid, or I reveal a few minor flaws that they might want to consider adjusting. And as you know, minor adjustments can often lead to major improvements down the road. But either way, if they are a friend or family member of yours, I will make myself available and ensure that
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