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The Emotional Balance Sheet: Qualitative Priorities in Financial Planning

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Financial Planning is often associated with quantitative data and number crunching. While such analysis is a core component of traditional planning, it isn’t the whole story. A more holistic approach integrates a thoughtful evaluation of non-financial priorities, allowing for a more comprehensive view. Join us to discuss the core components of the “Emotional Balance Sheet” – from risk tolerance to financial attitudes, interpersonal dynamics to socially responsible investing, and from DIY to asking for help – and how they can be integrated into your financial plan.

FLP Financial Planning

245 Commercial Street #500
Portland, Maine 04101
(207) 775-3197
smazuzan@flputnam.com
http://www.flputnam.com/services/financialplanning

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