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![TheJacobTurner Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1478045930943401991.png) Jacob Turner [@TheJacobTurner](/creator/twitter/TheJacobTurner) on x 32.5K followers
Created: 2025-07-21 13:28:13 UTC

Step X - Cash flow and income planning meeting

Step X - Tax planning and risk management meeting

Step X - Investment meeting

Step X - Estate planning meeting + implementation

But what about your current investments? ⬇️


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947287497978806461/c:line.svg)

**Related Topics**
[investment](/topic/investment)
[asset allocation](/topic/asset-allocation)
[tax bracket](/topic/tax-bracket)
[cash flow](/topic/cash-flow)
[jacob](/topic/jacob)

[Post Link](https://x.com/TheJacobTurner/status/1947287497978806461)