The one that started it all! An accessible guide that makes planning for the future easy.

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Ready to retire? It’s a complicated question we are ready to answer.

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Want more? Check out the Owning the Dash workbook for adults and families.

Want to take charge of your finances and make smart decisions now to ensure a happy and healthy future? These resources can help guide you down the path to financial freedom and a lasting legacy!

The Owning the Dash Workbook
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Owning the Dash
Audio Version References
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The No-Regrets Retirement Roadmap Introduction and Chapter 1
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The No-Regrets Retirement Roadmap Audiobook References
Join the Journey Never miss out on your next step.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The material presented is for informational purposes only. Owning the Dash, LLC does not offer tax, legal or investment advice. Consumers should consult with their tax advisor, attorney or investment professional regarding their specific situation.