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Everything here started as something we built for a client or for ourselves. If it earns its place on a desk, it earns its place in the shop.
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The Financial Planner Journal
FLAGSHIP
A guided twelve month journal for business owners who want to understand their numbers rather than avoid them.
Built from the questions Ami asks clients every quarter, the journal walks you through setting financial goals, tracking what actually moves, and reviewing honestly at the end of each period. It's the same structure used at the Wealth & Wine Brunch, in a form you can keep on your desk.
Hardcover
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$99.00+