Holistic Financial Planning
Posted in Elderly Estate Planning, Positive Aging on Aug 1st, 2008
I just read an article in Aging Well and have seen a few articles on-line about the benefits of a “Financial Life Plan”. As the following article excerpt from Goliath Business Knowledge on Demand, explains:
”Some [financial]planners especially with regard to retirement planning, are taking a so-called “holistic approach” to counseling clients. A great deal of time may […]
