Financial planning does not have to eliminate the opportunity to indulge yourself or enjoy life. The idea is that you have to articulate and strategically plan how you can achieve your goals by examining and taking into account what you value most. For Joe, the blue whale candies were his personal reward for hard work, with the added joy of sharing
Jerry Dawson —
Been investing with Joe for a lot of years. Always pleasant and very knowledgeable. Quite happy with my results.
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