What is holistic financial planning?

We look at the big picture and consider all aspects of your life, not just investments.  Check out our Iceberg Diagram for more details.

We’ll look at income, assets, liabilities, insurance, etc., but the real focus of what we do is help you identify and start planning your life goals.  Prepare for retirement, buy a second home, plan for a child’s education, travel the world — we help you look long term and build a financial plan to help guide you in your decisions. 

Here’s a brief explanation of what a comprehensive financial plan involves:

  • A thorough review of your current financial situation.
  • A discussion and understanding of long-term goals.
  • Developing and presenting financial planning recommendations.
  • Always monitoring and adjusting the plan as life happen.