Holistic planning is the process of pursuing life goals through the proper management of your resources.
Setting life goals, understanding your resources and establishing a plan to work toward reaching those goals are the backbone of our holistic planning services.
Shift your focus from financial decisions that daunt you, and visualize the life moments that inspire you instead.
By gaining an overview of your complete life picture, this allows you to understand how any financially related decisions directly affect the most important areas of your life.
Our Holistic Planning approach will help you dissect and view each financial decision you make as a part of a whole, so you can consider any short and long-term effects on your life goals.
A holistic planner is concerned with the whole life picture of you. They are going to ask questions and listen carefully to your answers on how you feel about your family, the things that motivate and give you pleasure as well as things that give you concern.
A holistic analysis takes many non-financial elements into consideration and looks at your whole picture, not just your finances and investments. A true holistic planner will thoroughly examine and monitor your insurance, tax and estate planning situation regularly as well.
Holistic Planning is a mix of life coaching, behavioral finance and financial planning. We all want to do better, whether that’s pertaining to your finances or relationships. Holistic Planning takes all that into account to help you experience a deep-down discovery of what your ONE BEST LIFE means to you.
Holistic planning involves so many more unique phases of your life, not just the financial components. Through a series of ongoing communications, a variety of information will be discovered and then organized together into a cohesive whole life picture - we call this our LifePrint® Advantage.
Call us to schedule a no-hassle consultation to meet with us and learn more about our Holistic Planning services.