Holistic financial planning is different than traditional financial planning. Instead of just focusing on money, holistic financial planning focuses on the connections that define your life: your family, your community, your job, etc. Holistic financial planning aims to understand the foundations of your life and how they effect your finances.
Financial planning is one of the most important aspects of your life. All the big life decisions that you make—career, marriage, vacations, home purchase, children, retirement—simply cannot occur (smoothly or at all) without sound finances. This is why everyone needs to create a solid financial plan. Creating that plan, however, is daunting, and many people choose to just “wing it” instead. This is a mistake.
Family & Money Matters believes in the holistic approach to financial planning. By focusing on holistic financial planning, we take the time to get to know our clients, their lives, and what is truly important to them. We are here to help make financial planning a simple and painless process. When working with you, we will create a financial well-being checklist that supports your life’s goals and serves as a roadmap to help you manage, save, invest, protect, and share your money.