Step Two: The Fiscalosophy Conversation

What are your perspectives on money and how did you arrive at them?

What are your perspectives on money and how did you arrive at them?

We’ve found that each person has their own perspective on 8 key aspects of money. It is important that we understand and appreciate how you think about money including how you got to where you currently are.

Just as you can’t expect your doctor to diagnose what’s wrong with you without knowing your complete medical history, it is difficult for us to develop a comprehensive plan without knowing your Fiscalosophy.

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