Have you ever heard of #EGADIM? I hadn't until @matthague1 brought it up in a discussion on the @IntuitAccts #TaxCouncil. Since then, I've used this to think about a model for my advisory relationships with my clients.
What Are the 6 Steps of Financial Planning?
What are the six steps of financial planning? When you follow these simple guidelines, you can use the same planning steps as professional planners.accountantvip
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