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Financial success begins with financial education!
What if you could work with a professional who took a completely different approach to money management?
Get to Your Optimal Financial Place
The Living Balance Sheet® is an online organizational platform that provides people with a complete, wide-angle view of their financial world.
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David'sTop 10 Articles
15 Financial Balance Rules
Trying to Get Ahead
What's in a Number
It's More Than You Think
Fairy Tale Called Risk = Reward
401(k) Picture
Real Cost of Losing Money
15 vs 30 Year Mortgage
Comprehensive Balance Sheet
Debt vs. Savings – Which Comes First?
Videos

Financial Truth
Over Reliance on 401(k)
Manage Debt
For Your Life
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What if you could work with a professional who took a completely different approach to money management?