Lane Hipple Wealth Management Group
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.