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Melissa Timberman

4 years ago

I am excited to work with Kristen!

I am excited to work with Kristen!

Kristen has put so much time and energy into creating a brilliant financial plan for me and my family, which is completely tailored to our needs and goals. I am *sure* we are not her biggest clients, but she's treating us like family.

Last night, as I was thinking about our next steps, I realized that this is the first time in my life I was *excited* about my financial plan and my financial advisor. That's the best possible compliment and review I could ever think of.

Thanks!

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