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THE HOLISTIC FINANCIAL PLAN 

05-20-2019 10:14

The purpose of this paper is to explain the distinct benefit holistic financial planning can provide. We believe this model is the future of the profession, as clients increasingly understand they can obtain customized advice on not just taxes, investments, and insurance, but life events such as costly higher education, personal challenges like job concerns, and family matters like aging and ailing parents. All the client’s financial matters can be considered as a unified whole, increasing the likelihood of achieving the client’s goals.
Importantly, the holistic financial planning model provides a natural fit with the profession’s increasingly important fiduciary standard, which many clients specifically seek in their professional planning relationships.

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