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Financial Report

Financial Planning & Education for the
YMCA Community

Advice-only CERTIFIED FINANCIAL PLANNER® professional

Toole Financial solely exists both to support YMCAs with financial education for their staff as well as to provide current and former Y professionals with financial planning. We don’t manage money, sell products, or earn commissions. Instead, we provide straightforward, objective education and advice tailored to those with a Y career.

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