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LET'S START WITH THE BASICS
 
BUDGETING
FINANCIAL PLANNING
INVESTING
INSURANCE PLANNING
ESTATE PLANNING
 
 
Budgeting
 
Budgeting is a critical component to any successful financial plan. Budgeting tools and strategies allow you to manage your cash flow and allocate funds to your desired goals. As you work with your Vera Advisor you will build a detailed budget, identifying savings and debt reduction opportunities. Depending on your needs, your Advisor is also able to refer you to a trusted budgeting coach that will create your personal budget and pay your bills.
 
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