Index of /wp-content/uploads/2020/01/
| Name | Last Modified | Size |
|---|---|---|
 Parent Directory | ||
 2019-2020-Tax-Planning-Guide.pdf | 2020-01-28 15:25 | 1022k |
| 2019-Blank-Organizer.pdf | 2020-01-28 15:27 | 1881k |
| 2019-Engagement-Letter.pdf | 2020-01-29 17:02 | 274k |
| Balancing-Needs-Guide.pdf | 2020-01-28 22:03 | 1298k |
![[IMG]](/wp-content/uploads/2020/01/Balancing_Needs.jpg) Balancing_Needs.jpg | 2020-01-28 22:00 | 19k |
| Business-Financial-Planning-Guide.pdf | 2020-01-28 22:03 | 1073k |
| Business-Valuation-Guide.pdf | 2020-01-28 22:03 | 531k |
![[IMG]](/wp-content/uploads/2020/01/Business_Valuation.jpg) Business_Valuation.jpg | 2020-01-28 22:04 | 13k |
| Charitable-Giving-Guide.pdf | 2020-01-28 22:03 | 1658k |
![[IMG]](/wp-content/uploads/2020/01/Charity_Giving.jpg) Charity_Giving.jpg | 2020-01-28 22:03 | 14k |
![[IMG]](/wp-content/uploads/2020/01/Financial-Planning.jpg) Financial-Planning.jpg | 2020-01-28 22:04 | 20k |
| Retirement-Guide.pdf | 2020-01-28 22:03 | 2592k |
![[IMG]](/wp-content/uploads/2020/01/Retirement_Planning.jpg) Retirement_Planning.jpg | 2020-01-28 22:03 | 18k |
| Wealth-Management-Guide.pdf | 2020-01-28 22:03 | 1235k |
![[IMG]](/wp-content/uploads/2020/01/Wealth_Mgmnt.jpg) Wealth_Mgmnt.jpg | 2020-01-28 22:03 | 17k |