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What to do with Documents and Records

By March 10, 2014October 26th, 2020No Comments

This video features Kevin discussing the importance of organizing your financial records and determining which documents are keepers and for just how long. In fact, we find this process so important to one’s financial well-being that we dedicate the final meeting of our consultative discovery process to organizing the paperwork our new clients receive.

To watch the original video, please click here or visit the Bourke Wealth Management YouTube page for more.