You might expect a Certified Financial Planner ™ Practitioner, such as myself, to get totally amped about putting a budget together with my clients. After all, Cash Flow Management it is a logical part of getting to know my client’s situation and is naturally addressed in the CFP® Board’s 6 step financial planning process. Budgeting […]
- 303.534.6600
- aduncan@moseco.com
- Client Login
Recent Posts
Archives
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- September 2022
- June 2021
- February 2021
- November 2020
- September 2020
- May 2020
- January 2020
- December 2019
- November 2019
- October 2019
- August 2019
- May 2019
- January 2019
- December 2018
- November 2018
- September 2018
- August 2018
- May 2018
Recent Posts
- Love and Har-Money: 3 Recommendations for Navigating Finances in a Relationship
- Using a WOTY (Word of the Year) in Your Financial Plan
- A Process for Developing Meaningful and Actionable Prosperity Goals In The New Year
- A Paycheck Check-Up To Embody Your (Cash) Flow
- Financial Frights: What Keeps You Up at Night About Your Money?
Recent Comments
Archives
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- September 2022
- June 2021
- February 2021
- November 2020
- September 2020
- May 2020
- January 2020
- December 2019
- November 2019
- October 2019
- August 2019
- May 2019
- January 2019
- December 2018
- November 2018
- September 2018
- August 2018
- May 2018
Categories
© Copyright Team Duncan Financial, 2018. All Rights Reserved.
0
0
https://www.teamduncanfinancial.com/2018/05/page/2/
https://www.teamduncanfinancial.com/2018/05/
Recent Comments