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Personal Financial Statement
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Safety Net or Crystal Ball? Predict your Future with a Financial Statement

So many big life changes depend upon our finances. Deciding when it’s the best time to, say, switch careers or start a new business, take off and travel the world or even retire would be so much simpler if we could see the financial implications of our decisions. While big changes almost always feel risky—that’s […]

Woman getting financial coaching
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Financial Coach Peggy Olive Helps Clients with Their Dreams, Goals and Challenges

Financial Capability Specialist Peggy Olive has talked with thousands of people about their money. Whether coaching, counseling or training others to be financial coaches, Olive is driven by the same purpose: to help people align their money with their values. Financial coaches are a relatively new option for people looking to gain a better handle […]