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The CLIMB Process is time tested to help you get your dollars in the right place doing the right job.
A little about me and how money has been part of my life.
As you approach retirement, think like a woman. Take the long term view and think through your allocations carefully that they are in line with your goals.
Total time "fishing" less than ten minutes. Total time preparing for those ten minutes was well over three hours.
There's new ground to cover as you shift your focus from saving your assets to spending them, and new risks to be addressed as you revise your investment strategy. It's not easy to know where to start.