Some financial planners use the term “holistic planning”. It’s meant to indicate that they consider the client’s short-term and long-term life goals and how the client visualizes their future. Holistic Wealth Planning is continuous and considers multiple aspects of a client’s life objectives. The Valuation Reality Gap Only one of those aspects is ownership of… Continue reading What is “Holistic” Planning?
I have found some valuable things that propel me and others toward their own definitions of success. 1. Clarify Your Goals We often don’t spend enough time thinking about what we’re trying to accomplish and where we hope it will take us. We trail along with the crowd and follow the same playbook that everyone… Continue reading 6 Tools for Initiating and Sustaining Success
We all have unique “financial fingerprints” – the beliefs and behaviors shaped by our genetics, experiences, culture, and decisions. These fingerprints influence how we share, spend, save, and invest. Often unspoken, these beliefs can quietly drive poor financial choices and impact our overall well-being. A skilled financial planner helps uncover a client’s financial fingerprints to… Continue reading Financial Fingerprints
This generation has its work cut out...Millennial and Gen Z strategies.
What is the sandwich generation?
FPA Owner Transitions 