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Blending Life, Wealth, Work & What's Next
January 14, 2019

Cracking the Code - Lisa and Jared's front-page JFP Article was named to 2018 Best of JFP Magazine!

Jared and Lisa's joint article Cracking the Code: A Blueprint for How to Work with Millennial Clients was recently featured in the 2018 Best of Journal of Financial Planning Magazine. Click the link below to get an HTML-version or Flash-version of their article.

Link to HTML-version of article

Link to Flash-version of article

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