“Thank you so much Shari for helping us with advice over these past few years. You are the only financial person we’ve talked to who has made us want to do things/attain goals and feel excited about it – and not overwhelmed. You have helped us to clarify our goals and focus our energy to reaching them! Using a vision board and writing our goals down made them seem more real and attainable. We appreciate your positive attitude and reminder to stay on track to keep reaching the next goal. Congratulations on your new book!!”


Jeff and Michelle
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