Dreamer's Financial Playbook

Breaking Down 8 Financial Professionals | Who Handles Which Money Problem?


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Financial coach. Investment advisors. Bookkeepers. Accountants. Credit repair specialists. There are way too many finance professionals that can help you deal with your financial problems and help you hit your money goals! But who do you call? The broker? Maybe the debt counselors? Or an insurance agent? Let’s break down what each money professional does and what financial goals they can help you achieve!

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Dreamer's Financial PlaybookBy Tiana B. Clewis