Inheriting Debt from Late Mother Inspired Young Financial Planner
Forbes magazine says financial planning industry is in desperate need of young talent
SAN DIEGO -- October 2 2013, San Diego, CA- In fact, millions of American can identify with Carlos reacting to an unexpected crisis that would change his life forever. “My mother died at 33 years-old after fighting cancer for nearly 10 years leaving my sister and I with not just a painful loss but an inheritance of debt that no one anticipated let alone was prepared for—that was the turning point for me—not just for myself but to answer the calling—it’s time for a simple, sustainable high-tech solution to financial planning that keeps families organized and preserving wealth in today’s fast-paced lifestyle”.
SAN DIEGO -- October 2 2013, San Diego, CA- In fact, millions of American can identify with Carlos reacting to an unexpected crisis that would change his life forever. “My mother died at 33 years-old after fighting cancer for nearly 10 years leaving my sister and I with not just a painful loss but an inheritance of debt that no one anticipated let alone was prepared for—that was the turning point for me—not just for myself but to answer the calling—it’s time for a simple, sustainable high-tech solution to financial planning that keeps families organized and preserving wealth in today’s fast-paced lifestyle”.
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