Training Technical Financial Planning

We offer workshops on a variety of Financial Planning topics with a strong focus on the practical application thereof.

We also offer facilitation services of your own content or qualifications.

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Consulting on Technical Financial Planning

Have a complex client you need to do planning for?  Feeling a little out of your depth?

Confident with your plan, but you want a second opinion or set of eyes to soundboard with.  We can be your soundboard and provide guidance.

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