In this episode, I chat to two of our lovely clients, Mike and Lena, who have recently gone through the planning process about their journey there, what they talk about, how they got aligned, having come from different sorts of financial mindsets and experienced level backgrounds. Some of the challenges in doing that and how they navigated them, how they set up a plan to get them into their dream home and start a family, all in a timeframe that they were happy with. And some of the things that sort of surprise them a bit about how financial advice actually works and what other things.
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