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Testimonials from clients:
  • "... With Charlie's expertise with budgeting and prioritization of funding retirement accounts, I am on the path to retire early and with financial peace." - Rochelle F, Sales Representative
  • "Charlie changed our lives and our outlook on finances ... Charlie made us feel comfortable and allowed us to ask any questions we may have.  He is, and will remain our number one source for financial coaching ..." - Annie R, Mortgage Loan Officer
  • "Charlie's unbiased and easy to understand cash flow analysis of my retirement scenario gave me the tool I needed to feel comfortable with finances during retirement." - Glen S, MD
  • "The financial coaching sessions that Charlie provided were both educational and motivational, and we have advanced our financial situation as a result." - Catherine C, Marketing Executive
  • "Charlie's financial coaching has been essential for our personal finances as well as our businesses.  His insight and financial expertise have helped us propel further and faster than we could have imagined." - Caroline R, Business Owner
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