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Raechelle a former financial advisor and Caroline a current holistic financial advisor who supports goal-based planning both share their insights on the financial services industry and how to get comfortable asking more questions of "experts" that are there to support you with money, investing, and building wealth.
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Raechelle a former financial advisor and Caroline a current holistic financial advisor who supports goal-based planning both share their insights on the financial services industry and how to get comfortable asking more questions of "experts" that are there to support you with money, investing, and building wealth.