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The Importance of an Annual Financial Checkup

The Importance of an Annual Financial Checkup

by Kristine McKinley | Sep 7, 2014 | Financial Planning

It’s one of the six steps of the financial planning process. But, oftentimes, it’s the one step that gets overlooked. It’s the sixth step – the annual financial check-up. The annual financial check-up is indeed the most important of the...

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Kristine McKinley
Certified Financial Planner
Kansas City, Missouri