The Value of a Holistic Advisor
At Guidant Planning, we define Holistic Financial Planning as the process of effective management of a client's resources and the utilization of personalized strategies to help our clients achieve their retirement goals. Traditionally, financial services are segregated -- Most of us have a CPA to do our taxes, an attorney to create a living trust, as well as a broker or financial advisor for investments. Unfortunately, there is little to no communication amongst these professionals regarding their mutual client, which results in poorly laid plans.
We believe it is essential to have a well-coordinated process where all of the client professionals are working together in synergy. Our Holistic Financial Planning experience also addresses the emotional aspect of money, the integration of solutions for protection, income, and growth. We strive to create strategies to anticipate and to adapt to our client’s many seasons of retirement.