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and friendly advice giver, cheerleader
When the weight of “I need help with this” strikes deep I’ll meet you with your go-to cup of comfort and my trusty excel spreadsheets for us to plan our way through the fog.
Helping to find a balance between living your best life now, as well as setting up future you for success. Each plan uniquely tailored to help achieve your goals and dreams. From savings and investment plans, to retirement drawdown, and estate planning.
I’ve made it my mission to guide people with trust and practicality Likewise, there are infinite possibilities when it comes to crafting a comprehensive financial plan.
I see each partnership as a wonderful invitation for creation.
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Financial Planner
& Coach
I’m cassie st amant
