“ho·lis·tic”

adjective
Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole.

You see the word “holistic” a lot more than you used to nowadays. That’s because more and more professionals, in a variety of fields, are realizing it’s more than just a snooty-sounding term lifted out of a philosophy textbook.

It’s a way to get the most value out of something. To get the most value out of your financial planning, You want to do “holistic financial planning”.

So what is “Holistic Financial Planning“?

At Feliciano Financial Group, we think the word “holistic” applies greatly to financial planning. Here’s what we mean. Some financial advisors excel at helping people with their investments. Others specialize in retirement income, or taxation, or wills and trusts. In other words, many advisors treat all these things as distinct, separate areas of your finances. That’s not wrong, necessarily – but it’s not entirely right, either.

In truth, all these areas are interconnected. They’re part of a greater whole – your life.

Think about it. You could have great investment performance – but what if your taxes were sky high? You could have an enormous amount saved for retirement – but what if your expenses were just as great? You could have your dream retirement lifestyle – but would you be as happy if you had no legacy to leave behind?

Or, to put it another way, you could excel at all of these things – and yet still somehow not reach your financial goals.

We believe that people are most likely to achieve their goals when every aspect of their finances works together. They’re not individual fiefdoms, but organs, all intended to work in concert to ensure your financial health, just like the organs in your body do. Every financial decision you make in one area can and will have an effect in other areas. That’s why it makes so much sense to have a holistic financial plan.

As you can imagine, any good plan requires a lot of plan maintenance. And plan maintenance is what you should be thinking about. Which is why we use our Financial Blueprint™ to look at all the possibilities.

With every new year comes new goals and challenges, needs and wants. In order to keep every aspect of your financial life in sync, it’s important we keep your plan up-to-date.
Don’t wait until the end of 2024, start now.

Click to schedule your FREE Feliciano Financial Blueprint™ Consultation with a Certified Financial Planner™.
or call us directly. (903) 533-8585