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Achieving Your Financial Goals Is The Heart Of Intentional Investing.
Create A One-Year Plan One of the biggest challenges facing financial advisors and their clients is the sheer scope of the subject matter—ranging from investment, retirement, tax, insurance, estate, and education planning, as just a start! You can’t do everything at once. Therefore, one of the most helpful tools we offer at TFA is also the most simple: The One-Year Plan.