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As we kick off May, it’s the perfect time to pause, reset, and set a clear intention. What’s one goal—big or small—that you’re committed to working on this month? Whether you're preparing for the CFP® exam, staying consistent with CE, building healthy habits, or finding more balance between work and life, naming your goal…
As the month wraps up, let’s reflect on the goals we set for November. What milestones have you reached? Are there any challenges you're proud to have tackled or progress you’ve made, even if it feels small? Every achievement counts, and this is a chance to celebrate your dedication and hard work. Whether it’s mastering a…
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