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ClaimA financial planning, tax preparation company
My approach to financial planning is to first ask good questions and acquire accurate financial data in order to understand my client's goals and objectives. Understanding their values helps to produce financial goals related to what they consider important. I will then educate and help my clients structure their finances to have the best chance of meeting their goals.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Boulder, CO
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Year founded
Founded 1990
1 Locations
- Boulder , CO
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