Lane Hipple Wealth Management Group
- Financial & Legal Services
What Is Holistic Financial Planning?
Holistic financial planning is the process of pursuing your life goals through the proper management of your resources. Life goals can include buying a home, saving for your child’s education, planning for retirement, or leaving a legacy.
The process involves gathering relevant financial information, setting life goals, examining your current resources and developing a plan for you to work toward your goals given your current situation and future plans.
The Benefits of Holistic Financial Planning:
Holistic financial planning provides direction and meaning to your life. It allows you to understand how a financial decision you make affects other areas of your life. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.
Darek M. Koleda, Moorestown, NJ