A relatively new phrase used in the world of Financial Planning; but what does it mean?
Definition of Holistic according to the Oxford Dictionary:-
- characterized by the belief that the parts of something are intimately interconnected and explicable only by reference to the whole.
So, as the definition would suggest Holistic Financial Planning is all about reviewing and planning an individual’s financial affairs as a whole, taking into consideration how they interconnect with their short, medium and long term goals; dreams and aspirations both personally and financially.
The nature of this type of planning will ultimately include all aspects of your financial life from your mortgage to retirement planning and wealth management; from protecting your family’s finances against your premature death to ensuring your estate is distributed according to your wishes.
Please contact us to discuss how a Holistic approach to your Financial Planning could benefit you.
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Maldon, Essex CM9 4PZ
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