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Financial Planning Philosophy

August 28, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA                 Something that we often hear when we start working with a new client is […] READ MORE >

What Does it Mean to be a CFP®?

June 26, 2017

Written by Julie Betchwars, CFP®             Kelly mentioned that we recently celebrated Merissa completing her initial steps to become a Certified Financial Planner™, a CFP®. […] READ MORE >