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5 lessons learned after one year running a financial planning firm

It's hard to believe it, but my financial planning firm, Workable Wealth, officially turns 1 this week! Just…

It's hard to believe it, but my financial planning firm, Workable Wealth, officially turns 1 this week! Just 12 months ago, the website went live after months of prep work and paperwork, and the (virtual) doors opened as I welcomed my first clients to the Workable Wealth family.
What a journey it's

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