Is your financial plan holistic? And what does that mean?
The Oxford Dictionary defines holistic as “characterized by the belief that the parts of something are interconnected and can be explained only by reference to the whole.”
Holistic financial planning considers the whole person and every aspect of our lives in the present and the future in a comprehensive and extensive planning process that has the potential to live long past us.
Comprehensive
We at Stewardship Advisory Group believe that financial planning should cover every aspect of our lives, encompassing financial planning, retirement planning, investment management, estate planning, tax planning, insurance coverage, and how these fit into our overall financial goals. Holistic planning utilizes and combines strategy, savings, and tax efficiency and ensures that each piece of the puzzle works together to help reach our goals, including cash flow, taxable investments, retirement savings, insurance coverage, and estate.
Extensive
Holistic planning sees the big picture and helps us visualize future goals and where we see ourselves down the road. It often means working closely with other professionals, such as accountants and estate planning attorneys, in an effort to manage risk and minimize tax burdens. Holistic planning also means better understanding our values, priorities, and concerns to develop a personalized road map for financial wellness.
If you do not feel that your financial plan is holistic, we would love to help you develop a plan that combines all the financial elements of your life into a uniform system.
You deserve a financial plan with you in mind. Knowing your key goals and current lifestyle, we help plan the next steps to be taken in pursuit of your goals.
Contact us for a free consultation to see how we can help you to holistically plan for now and the days to come.
Yours for Faithful Stewardship,
Jeff Rogers, CEP®, CKA®
Founder & Chairman
