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ODs Financial Focus

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6/22/25

Become Brilliant at the Basics - Cash Flow Worksheet

There's a bit of a negative vibe around the word budget. Or maybe that's just me. It often

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Become Brilliant at the Basics - Cash Flow Worksheet

There's a bit of a negative vibe around the word budget. Or maybe that's just me. It often

6/22/25

6/20/25

Financial Exam Discovery Call

Thanks again for booking your Financial Focus Exam. I'm looking forward to connecting and

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Financial Exam Discovery Call

Thanks again for booking your Financial Focus Exam. I'm looking forward to connecting and

6/20/25

6/20/25

What to Expect Working with Me

✨ Working Together: What to Expect I'm glad you're here. My goal is to help you make

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What to Expect Working with Me

✨ Working Together: What to Expect I'm glad you're here. My goal is to help you make

6/20/25

6/7/25

5 Tips for Financial Freedom

I'm Kristi Allan, a financial planner who specializes in working with optometrists and also a

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5 Tips for Financial Freedom

I'm Kristi Allan, a financial planner who specializes in working with optometrists and also a

6/7/25

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