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Something you'd like to have but will be okay without.
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
Considering different information to make a choice.
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
A person who is an expert at handling money and can give you information and advice about saving and investing.
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
Something you truly can't live without
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
A place, like a bank, that helps its members manage their money.
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
Keeping important information to yourself or between yourself and close family members.
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
A goal that can be achieved in a longer amount of time. It can be months, years, or even an entire lifetime.
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
A goal that can be achieved in a short amount of time. It can be a few days, weeks, or months.
short-term goal
want
financial advisor
long-term goal
financial institution
privacy
decision making
need
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