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Resources

Happy Childhood
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Monitor

The Monitor section is for current clients only. We welcome you to monitor progress toward your goals through our service portals.  Visiting this page will help consolidate your web search for login pages.

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MONITOR

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Verify

Transparency is a key professional and ethical core value of Concurrent Financial Planning.  Our mission is to earn, value and uphold the trust you grant us as a partner in your Life Money Balance journey.  Please find links to verify professional backgrounds, designations, and firm registration.

BACKGROUND AND REGISTRATIONS

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view Certificate

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Professional

To better serve your Life Money Balance journey, Concurrent connects with your goals through continuous competency growth and community partnership for the greater good.  Please view and explore our knowledge centers and community affiliations. 

ASSOCIATIONS

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Calendar

This scheduling center is for professionals only. The use of a calendar is not to be impersonal. The benefit is to optimize our time by making our scheduling experience more efficient and selecting a meeting that works best for you.

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If you are a professional or student, please select your respective button and schedule our meeting.

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If you are a Concurrent prospective guest that aims to embark on your Life Money Balance™ journey, please schedule a complimentary

consultation session.

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I look forward to meeting with you. Cheers!

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