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Why would a financial planner team up with a nutrition coach? To attract Millennials, of course.

Por: MarketWatch Business March 26, 2023

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“We help clients plan their life pursuits, the critical items they need to increase their confidence in achieving their most valued goals and aspirations,” said Nate Baim, a certified financial planner in Portland, Ore. He works with young professionals not just on traditional financial planning but also on budgeting, student loan repayment and career benchmarking. “We use cash flow tracking technology to help us — and the client —... + full article



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