2025 Financial Planner
If you missed yesterdays call we went through a template I created to help you create your financial goals…
should have uploaded the recording into the classroom. Below is a link to the template.
Be sure to open in Google Sheets. Click on file then make a copy. This way you have a copy that you can edit and tailor to you.
Reach out with any questions
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Jr Spear
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2025 Financial Planner
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