Complexity in your financial life can feel like a bad habit. You can tolerate it for a while, but ultimately it causes challenges, confusion, and disappointment. In the financial industry, complexity shows up in various ways. At times, it is used as a justification rather than a true purpose. Dennis and Katie share how they help clients find simplicity in their already complex financial lives. They cover how to tell if you have more complexity than you need and the mindset needed to embrace more simplicity.

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