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Holistic Planning for Client-Based Solutions

We Believe in the Effectiveness of Holistic Financial Planning

You’ll receive personalized recommendations customized to your unique situation. Our holistic approach means our guidance will improve your overall financial situation, whether you’re to putting your finances in order for the first time or managing changes in your life years down the line.

Why Holistic Financial Planning?

The different parts of our financial lives are deeply interconnected. Planning your investments without understanding the rest of your situation can cause a large, unexpected tax bill, while looking closely at your taxes can give you specific strategies and tactics to make your investments work their hardest for you. In the same way, your cash flow, insurance, estate plan, even your earning potential, are all deeply interconnected in creating financial independence for you. By considering your finances as a whole, you can achieve the most efficient financial progress that fits your unique situation.

Practical Financial Planning’s Comprehensive Planning Services

Standard Retainer
Wealth Management

We strive to eliminate any conflicts of interest. So we’ll present you with a specific fee before we begin our work together, based on factors like your investable net worth, your income, the complexity of your situation, and value we can add for you. Under our Retainer, that fee doesn’t change even if you need more of our time than you, or we, expected.

Want to learn more about our services and fees?

Schedule Your Free Phone Consultation