Feeling Confident with a Plan!

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  • #1791

    I am so glad I got a financial plan from SUM180. I thought I was in bad shape but was surprised (and delighted) that I have done many things right. I also felt no judgement from the plan which made me relax when giving my information. I have my next steps that I will be working on and when they are completed, I will start on my next 3!

    #1870

    I definitely concur, the plan let’s you know the things you have accomplished and the things to do to further your goals and desires

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