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Does this Sound Like You?
  You don’t want to be plagued with constant worry over finances. You’re not sure if you are doing it right. You have always told yourself “one day I’ll get on top of things”.

If this sounds familiar, then this worksheet is for you. When you follow the video on the next page, you may discover:

- Simple ways to help pay down loans faster without draining your savings!

-  How looking at the big picture helps PRIORITIZE the most important next steps in your wealth plan.

- How by making small changes to your plan can potentially add up to big increased savings without sacrificing the things in life you enjoy most.


John, a CERTIFIED FINANCIAL PLANNER™ professional, provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John's strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide a process of repositioning assets to help decrease risk and increase portfolio return. His clients recognize a coordinated long-term approach to wealth creation and preservation. His dedication to his clients' growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.
Smallwood Wealth Management
199 Broad Street
Red Bank, NJ 07701- USA
800-797-1000
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