Holistic financial planning refers to financial planning that considers all aspects of your life, not just money. This includes your family, your community, your job, etc. Putting together your finances is daunting due to all these moving parts and emotional considerations. Our services include a financial well-being checklist that serves as a roadmap and ensures the path we take with you is the one that best matches your objectives, both for your life and for your finances.
Your financial plan cannot succeed without the support of your family. According to the World Bank, stakeholders that plan with their family retain more than 20%. Because of this, we offer workshops that involve the whole family. We include presentations, keynotes, programs, and more. Our audiences range from 2 to 1,500. Participants range from 5 to 85 years of age. Topics include: Building your Family Constitution, Your Social Impact Kit, The Colors of your Money for Women, and The Value of Money for Kids—just to name a few.
Your investments should be broad, diversified and value based. They should match your needs as well as your hopes and dreams. Growing and protecting your assets should be a part of your priorities and your decision making process. All of our services include an annual values investing checklist that is personalized to your unique profile and paired with your investment policy statement.
Coaching has wonderful benefits such as enhanced decision making skills, increased productivity, and increased confidence. With financial planning, these are all traits that will help you attain healthier finances. Our action oriented coaching includes a checklist, evaluations, and a personalized measurement of your progress.
“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.”
“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”
“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”
“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.”
“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”.