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Financial Coaching Topics

During your financial coaching engagement, your coach will address the following areas as they apply to your individual situation.

Financial

Making sense of it all

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Legal

Tackling the issues

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Taxes

Getting it right

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Life Insurance

Protecting your family

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Social Security

Maximizing your benefits

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Health Insurance

Keeping you healthy

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Household Administration

Nuts and Bolts

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Legacy

Making a difference

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Home & Auto

Safe and sound

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