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Holistic Planning

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.


1

Financial
Discovery


  • Conduct holistic audit
  • Prioritize goals and objectives
  • Uncover challenges and/or gaps

2

Values-based
Consulting


  • Family
  • Life
  • Health
  • Legacy

3

Strategic Resource Management

  • Accumulation
  • Preservation
  • Distribution
  • Transfer of Wealth

4

Coordination & Implementation

  • Collaboration
  • Monitoring