Holistic Financial Planning

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.



Individual

Best value



Price based on request

  • 45 min discovery meeting
  • 45 min evaluation meeting
  • 45 minute follow up monthly online meetings for 3 months.
  • Action list and financial plan summary





Family


Price based on request

  • 60 min discovery meeting
  • 60 minute evaluation meeting
  • 45 minute follow up monthly online meeting for 3 months.
  • Action list and financial plan report





Enterprise

Big Business



Price based on request

  • 120 min discovery meeting
  • 120 minute evaluation meeting
  • 45 minute follow up monthly online meeting for 3 months
  • Action list, financial plan report and workshop




What Our Clients Say

“Elaine is a problem solver. Her deep financial acumen sorts through reams of complex data efficiently and effectively enabling her to propose viable alternatives to achieving your goals. She meets all challenges with poise, integrity and warmth. She is a professional you can trust and rely on.”

Barbara V.

Company Name: Planning for Financial Separation
Designation: Fashion Designer

“Elaine inspired me to start a fund with a purpose and after hearing her workshop and 6 months after, I was able to make my dream come true of learning English, not only I learned it but I was able to live in Europe to practice for 3 months”

Mariana M.

Company Name: Planning to save with a purpose
Designation: Senior Accountant Fortune 500

“After taking the financial education course in Peru, I was able to clearly focus on what had purpose in my life, I now live debt free, I have a savings fund and I am investing in buying a house in the next 12 months”

Caroline S.

Company Name: Planning to start her own business,
Designation: Retired Paralegal

“I never thought I could have control of my finances. It was possible by working with Elaine’s advise after reading her book “Family and Money Matters”, I improved my relationship with finances, and have adjusted the lense to improved the quality of my daily life.”

Carola S.

Company Name: Planning for Financial Career Advancement
Designation: PHD Senior Medical Research

“With a light and practical style, Elaine succeeds at attracting the attention of the reader from the beginning through her 7 financial steps, direct and with no return. More than a book, this is true curse for financial well being and prosperity. Thanks to this rich information I will have the privilege of saving time and money in the future. If we could all apply the lessons in the book, we will have a better world”.

Francisco R.

Company Name: Stakeholder’s Financial Training and Sustainability
Designation: Fortune 500 Regional CEO

Team Members

Elaine King, CFP®

Holistic Financial Planning and Value Based Asset Allocation

Suzie Hise

Action Oriented Coaching

Mariana Martinez, PHD

Family Focused Workshops

Maria Fuentes

Family Focused Workshops - Children & Women

Schedule a 30 minute FREE consultation to review your financial goals. Contact Us

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