WHAT IS HOLISTIC FINANCIAL PLANNING?

 

Holistic Financial Planning in a 2-minute video.

Learn how eMoney is a welcoming, detail-rich and interactive software, which displays all your wealth-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximum transparency.

  • Print out a report of your finances
  • Simple to use navigation
  • Goal-Planner for retirement and education planning
  • Decision Center, for cash flow-centric planning 

 

What does Holistic Financial Planning mean?

In order to get your financial house in order, you need a holistic financial planning approach that addresses spending, saving, debt management, investment management, insurance, taxes, estate planning, employer and company benefits and all aspects of your financial life.

Holistic Financial Planning is a process of reaching for your life goals with the appropriate management of your all your resources to pursue goals such as buying a home, planning for retirement or saving for your child's college education.  Holistic Financial Planning takes an up-close and expansive overview of your total financial well-being and how one area of your finances influences another.

Those who know what they have typically fare better than those who don't.  

Tax and legal services are not offered by Holistic Financial Planning, AK Financial Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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