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Are you a homeowner in sunny San Diego feeling the pinch of high mortgage payments? A refinance could be your ticket to significant financial freedom. With current market trends, now is a prime opportunity to explore your options and potentially reduce your monthly payments. Expert financial advisors in San Diego understand the unique needs o

Determining the optimal schedule for meetings with your financial planner can seem like a tricky dilemma. Nevertheless, there's no one-size-fits-all answer, as the ideal meeting cadence depends on your individual needs. Consider factors like their current financial aspirations, upcoming life events, and your comfort level with regular interaction.