What is Holistic Financial Planning?


Financial planning is a crucial aspect of everyone’s life. It helps individuals and families manage their money, save for the future, and achieve their financial goals.​ However, traditional financial planning often focuses solely on numbers and neglects the overall well-being of an individual.​ This is where holistic financial planning comes in.​

What is Holistic Financial Planning?​

Holistic financial planning takes into account not only the financial aspect but also the physical, emotional, and mental well-being of an individual.​ It recognizes that money is just a tool to achieve a fulfilling life and aims to align an individual’s financial goals with their values and aspirations.​

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