In this article for Financial Planning, Kimberly shares a story that shows how vital it is that financial and wealth advisors make sure that their message—including their investment philosophy—is getting out to their community.

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The Cost of Waiting: Why Thoughtful Financial Planning Shouldn’t Be Delayed
It’s easy to postpone financial planning. For many, it falls into the category of “important, but not urgent.” Between business, family, and day-to-day responsibilities, organizing
