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Tag: goals

What Are You Excited About?

Block Women is posed slightly above the ground with white inverted curves behind her, indicating jumping. There are also exclamation marks above Block Woman's head, symbolizing excitement.

In my business, the whole team (the whole three of us) gather in December for an annual offsite, a full day dedicated to looking back on the year that’s about to end and forward to the year that is about to begin. A full day also dedicated to lattés, laminated bakery goods, and a delicious lunch with a view of Bellingham Bay. ‘Tis VERY IMPORTANT that such matters be attended to.

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Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

Block Woman looks at a white paper with a handwritten list of to-do items.

Are you at peace with your financial to-do list? Or are you a human being?

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Don’t hang out with billionaires. (Video)

The people we surround ourselves with have such a profound influence on how we live our lives, and how we feel as we do it.
If you’re hanging out with people with waaaay more money than you have, it’s gonna be hard to find contentment with what you do have, even if it’s objectively quite a lot!

Do you want to use your wealth to live your own values, to create our own ideal life? Reach out and schedule a free consultation or send us an email.

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Disclaimer: This article is provided for educational, general information, and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. We encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Flow Financial Planning, LLC, and all rights are reserved. Read the full Disclaimer.