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The checklists available with "Your Money Narrative" are designed to make financial lessons more accessible and applicable.

 

For personal use, these tools help you understand and implement the book's insights into your own finances, covering essential topics like budgeting and investing in alignment with the book's chapters.

For advisors, the checklists are available for commercial purchase to integrate into your professional practice, simplifying client interactions and enriching advisory services. These checklists serve as practical extensions for everyone, whether you're improving your own financial knowledge or guiding others.

To explore comprehensive financial

planning options through Maven Lane Financial visit 

www.mavenlanefinancialgroup.com

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Your Money Narrative © 2023 by Amy R Cook is licensed under CC BY-NC-ND 4.0 

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This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

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