A holistic financial plan is an integrated approach to coordinating all key areas of your financial life, including:
The holistic advisor at Rincon Financial Group, LLC will regularly review each of these areas with the appropriately licensed team members to ensure everything is working together in synergy towards your specific goals.
Ultra-high net worth investors have had the benefit of coordinated financial planning for years. Unfortunately, the middle class and middle-class millionaires, who need holistic planning the most, have not enjoyed the same level of service. The middle class is particularly vulnerable to economic and legislative changes, and insufficient planning can lead to running out of money in retirement.
By creating the holistic plan, you will optimize all assets to work collectively towards your goals, while also reducing critical inefficiencies and risk exposures, including:
To cover the many areas and attributes of a holistic plan, we have developed a systematic four-step process to avoid critical oversights when working to create and maintain your financial plan:
Step 1: UNDERSTANDING WHERE YOU ARE NOW
Step 2: DETERMINING WHERE YOU WANT TO GO
Step 3: ACHIEVING THE HOLISTIC PLAN
Step 4: PROVIDING CONTINUAL SERVICES & SUPPORT