Holistic Financial Planning
Aug 1st, 2008 by Jeannie Krause-Taylor
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 be spent exploring the individual’s lifestyle, what makes them happy, and how they picture the “perfect” retirement”.
Collaboration between various professionals in the aging field, such as financial planners, social workers, elder care specialists, etc., can help an older adult and family to look at their particular needs and situation in a truly holistic manner. In addition to evaluating finances, this includes looking at goals, life expectancy, quality of life, residence, etc.
Consider including an assessment or consultation with a geriatric care manager at Pathways for Aging, when making your financial and estate plans.
Holistic financial planning offers financial services focused on life planning and the way to financial independence and sustainability. it also help the people to make decisions about the values and create wealth in a sustainable way. some financial solutions will generate a commission payment which can be used to offset our fees. Thank you
danica
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Holistic Rehab