Holistic Financial Planning 🧘
Feeling a bit stuck or uncertain about your financial path? You're not alone! It happens to all of us!
Wish you had a financial expert in your corner?
You're in luck! That's exactly what my Holistic Financial Planning is all about!
I'll help you make sense of every element of your financial world. You'll feel confident you're on the right track. I'll be there to help you navigate new and evolving challenges.
What's the Process Look Like?
Holistic financial planning is just that - holistic and comprehensive. We get clear and intentional about every important element of your financial life.
We start by considering what a great life looks like for you. Why is taking care of your finances important in the first place? Money is just a tool to lead a great life. Money isn't a goal, it's simply a means.
Read more below about what we cover. 👇
Does this all seem like a lot? Maybe a little overwhelming? Don't stress! We don't do it all at once. And I'll walk with you every step of the way.
1. Life Planning
Life Planning will help us define what your great life looks like and ensure we use your financial resources to support that life. Learn more about Life Planning here.
2. Earnings & Personal Spending
I'll perform a deep-dive into both how you spend your money and how you earn it. If you own a private practice, we'll explore your practice financials in-depth so you truly understand the key financial metrics of your business.
3. Debt & Asset Management
We'll make sure that you're managing any outstanding debt, including student loan debt, in an effective way. We can also evaluate how big purchases, like a primary or secondary residence, fit into your overall financial plan.
4. Holistic Financial Plan
I'll build an integrated strategic plan for your financial life. You'll feel organized and on track, knowing how much to spend and how much to save.
5. Investing Strategy
I'll develop an investment strategy aligned with your life and financial plan. You may choose to implement the investments yourself, or I can manage your investments for you. We'll also make sure you have the right retirement plan.
6. Risk Management & Estate Planning
We'll assess what plans you need to best protect you and your loved ones. This includes evaluating insurance policies, legal estate planning documents and business entities.
👉 You can learn more about the different facets of your financial life I'll help you navigate on this page.
Don't need help in all these different areas?
Of course you don't!! No one does. **
And good thing - because no one can focus on all these areas at one. It literally is NOT possible (or necessary).
The point of Holistic planning is to have confidence in what's going well and what could use a little improvement. We focus our efforts on exactly where you need guidance and support the most. And I'll be there to figure out all the nuanced financial details of putting your plan in place.
** And if you DO feel like you need help in all these areas, don't stress! Everyone needs to address all these items sooner or later - we'll figure out where to begin and what to prioritize.
A Financial Professional in Your Corner 🧑💼
Each month, I'll be available to sit down with you for 60 minutes and discuss what's happening in your financial life.
That might be helping you review your practice P&L. Or working up the courage to look at your student loan balance together. Or it might be to discuss where you feel stuck, discouraged or avoidant (and that happens to ALL of us!)
And I'll always be around to answer a quick email 📧 or text message 📲 as issues come up!
What else is included? 🤔
The Holistic package is a combination of planning, coaching and advocacy. What the heck does that mean?!
👉 Planning means analytical work that I perform on your behalf behind the scenes
👉 Coaching means guidance and education I provide you - expanding the tools at your disposal to navigate financial matters
👉 Advocacy means me helping you navigate the financial system. That could include me jumping on a phone call with your loan servicer or sharing screens to help you navigate one of your online financial accounts.