Tell us a bit about who you are and the people you reach
I am a CPA, attorney, and CFP(R) providing tax, estate, and personal financial planning advice on an hourly basis. If you imagine a graph with line showing increases in earnings over time on one line and a lower line showing increases in spending at a slower rate, the gap between the two lines is the "goals gap" where planning can occur. Another way to think about the goals gap is the difference between where you are in your life and where you want to be. The target audience is young adult to very senior individuals, couples, or families.
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