Finish the Year Strong Part 1: Develop Your Guiding Philosophy

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In Part 1 of this five-part series, watch Steve Sanduski discuss how to develop your guiding philosophy.

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By Steve Sanduski, CFP®|2022-12-29T11:39:16-06:00November 3rd, 2022|Categories: ROL Blog|Tags: annual planning, finish the year strong, guiding philosophy, Life-Centered Planning|

About the Author: Steve Sanduski, CFP®

Steve is the co-founder and CEO of ROL Advisor, a New York Times Bestselling author, and a prolific writer and podcaster. He has been a CERTIFIED FINANCIAL PLANNER™ licensee since 1996.