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Meet with advisor
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Call with advisor about #booklet
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Sit down with academic advisor about going back to school
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give financial advice #nils
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Financial planning
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advise about financial model configuration
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financial planning
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financial planning #survivor
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get financial advice from my broker uncle
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develop financial plan for the next 2 months
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Add Financial Plan to business plan #apodyte
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finalize investment plan #life123
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Talk to tax consultant #byteledge
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Meet with mentor and discuss plans for future with possibility of consulting job #life
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talked to my tax advisor
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work on financial model for client #addison
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work on financial model for client #addison
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work on financial model for client #addison
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finish financial model template for client and do walk through session #addison
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Have meeting with mentor #jonga
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