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Planned is not a registered investment adviser. Coaching is educational and does not constitute investment, tax, or legal advice. Matt Schuberg is a CERTIFIED FINANCIAL PLANNER® professional certified by CFP Board; CFP® certification is an individual credential and does not represent certification of Get It Planned, Inc. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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