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Referrals
When it comes to finances, we could all use some help along the way.
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All of the platforms listed below have been useful to the team in tracking, managing, and growing our finances. We confidently recommend each one.
There are options for tracking, budgeting, investing in stocks and crypto, financing, and so much more. Some are tailored toward beginners, while some require more technical knowledge specific to later stages of the wealth journey.
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If that sounds confusing, don't worry! Here's a quick explainer of each platform in detail:
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