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Testimonial

I’d never worked with a financial coach and certainly felt lost when it came to anything beyond the basics of finance and money management. Katy took the time to understand my financial situation and then explain how the pieces fit together. We discussed the directions I’d like to move in and she helped me not only better define my goals but also develop strategies to achieve them. I’m still no expert, but I feel confident moving forward and know Katy is always a quick call or email away if I have any concerns.
Charles R,
Young Professional Building A Retirement Portfolio.

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