Paul Tracey CFP APFS Chartered FCSI

Enabling entrepreneurs and business leaders to make their life plans a reality through financial life planning.

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Your Vision, Your Lasting Legacy

Your Vision, Your Lasting Legacy

November 29, 2023

3 likes

What to do after you sell your business

What to do after you sell your business

February 8, 2022

4 likes2 comments

The benefits of building a strong workplace culture

The benefits of building a strong workplace…

February 2, 2022

1 like

Develop an Estate Plan to Give Your Family a Great Legacy

Develop an Estate Plan to Give Your Family a…

September 14, 2021

1 like1 comment

The plan is the path

The plan is the path

March 24, 2020

8 likes1 comment

Are you living your life with purpose?

Are you living your life with purpose?

March 11, 2020

6 likes1 comment

Improve your relationship with money by answering these 5 questions

Improve your relationship with money by…

February 7, 2020

6 likes2 comments

Reset your financial goals

Reset your financial goals

January 21, 2020

9 likes2 comments

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