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The Financial Plan

“The resources included in financial planning cover what accountants call assets – real estate, cash on hand, stocks, bonds, mutual funds, trusts, inheritances, and the like. They also contain inner resources like dependability, timeliness, energy, dedication, discretion, enthusiasm, optimism, persistence, honesty, the ability to earn income, and the capacity to save.
—George Kinder—The Seven Stages of Money Maturity p. 140

After completing the Financial Road Map®, the next step is for Steve Margulin and… MORE...