“Holistic Financial Planning” is a word used oftentimes in the industry, but many aren’t sure exactly what it means. Adam Day, Wealth Management Advisor, joins the conversation this week to identify the components of Holistic Financial Planning.
The goal of an advisor practicing Holistic Planning is to ultimately make your life more simple and efficient. Financial Planning isn’t just math, and it also can’t just be emotions. It’s an even mixture of both.
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