Creating a holistic estate plan that reflects your priorities and maintains your wealth for generations to come.

• Post Author:Dana Micheli
• Post published:March 26, 2021
• Post Category:estate plan / estate planning / fintech / succession planning / wealth management

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4 Lifestyle Management tips to ease stress, while pursuing happiness.

• Post Author:Dana Micheli
• Post published:February 25, 2021
• Post Category:fintech / lifestyle / lifestyle management / lifestyle management solutions

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Why embracing lifestyle management solutions should be a news year’s resolution.

• Post Author:Dana Micheli
• Post published:December 31, 2020
• Post Category:asset management / fintech / lifestyle management / lifestyle management solutions / wealth management

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