Holistic Approach
Creating a top-down approach to financial planning
A holistic approach to financial planning focuses on real-life objectives and then leverages financial models to make decisions. In addition to developing the big picture, the process helps build a closer relationship with my clients so we can truly understand their life goals.
Once we have finalized and implemented your plan, we remind clients this is a living, breathing document. As you and your family grow, your plan evolves with you. For this reason, it is imperative we periodically evaluate our progress and reevaluate our goals.