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Question and Answer

Do you or a family member have a significant medical diagnosis? Submit a financial planning related question to a Certified Financial Planner™.

    Request a presentation or workshop:

    Looking to educate a group on personal finances as they relate to a major medical diagnosis? Contact us to learn more.

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      Do you have a topic or story you would like to see covered? Share your request or story with us.

        Request pro-bono financial planning:

        Do you or a family member have a significant medical diagnosis? Pro-bono consultation is offered on a discretionary basis with a Certified Financial Planner™. Eligibility criteria may apply.

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