Sarah Riegelhuth & Finn Kelly
(March 2017)
2. Your money personality
10
3. Your values
6
4. Your goals
30
1. Your family tree
15
6. 120 Day Action Items
Increase income from WE and GMT by $2,000 p.m. each ($12,000 p.m. total)
Finalise 2016 tax returns
5. Your back-up plan
15
GV - Riegelhuth, Sarah & Kelly, Finn
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