What does holistic planning mean?
We will look at ALL aspects of your personal finance. Some decisions may affect others or can affect future decisions. We look at how everything is working together.
When was the last time you had all your professionals together and asked, "How am I doing?"
We act as your macro-manager; we look at where you money is going and who it is going to. We exploit opportunities and avoid threats to your financial life.
Do you have a trusted professional advisor?
It is great to do your own research and get advice from friends and family, but remember, you and they are experts in their given field. We are the experienced strategists that educate you and give new insights as we move through our process.