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870 Green Street
As always June is month of Report Cards for Kids. We all want our kids to get A+ grades. Let’s review your Personal Grade of Financial Goals. Let’s start thinking about your financial future. No matter what’s your current grade. We can work together to achieve A+ grade for you and your financial goals in coming years.
The Personal Finance Report Card template will not only help you identify the important issues but will also hopefully motivate you to take actions that will raise your score at the next meeting with us.