Holistic planning refers to the process of crafting a highly individualized financial roadmap that emphasizes your personal passions, purpose, and values.
While it's impossible to reduce it to a one-size-fits-all formula, developing a holistic plan typically involves four distinct steps.
- Conduct holistic audit
- Prioritize goals and objectives
- Uncover challenges and/or gaps
Strategic Resource Management
- Transfer of Wealth
Coordination & Implementation