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  • Our Team
    • Financial Life Planners
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    • Operational Excellence
  • Our Difference
    • Exclusivity
    • Talent
    • Fiduciaries
    • Team-Based Solutions
  • Our Commitment
    • Expectations
    • Security & Transparency
    • Vision & Mission
  • FAQ’s
  • Services
    • Private CFO
    • Wealth Management
    • Situational Planning
  • Contact
    • Send a Message
    • Los Angeles – Corporate Office
    • Phoenix
  • Client Login
    • Charles Schwab
    • Wealth View
    • TD Ameritrade

Daily Archives: October 18, 2018

Memories stored in a digital time capsule

ChirpBy Vanessa PatrickOctober 18, 2018

Over the last 22 months, we have sent our son emails describing his first experience at Disneyland, his first steps and the first word he uttered.  We have found this to be fun for us and we hope to share that email address with Andy when he is older. 

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