What Does Holistic Or Comprehensive Financial Planning Really Look Like?

Some people think they have a comprehensive financial plan, but in reality their plan often lacks critical components. Some people will figure out the right way to structure an income plan, but they'll overlook the role of taxes or healthcare. Sometime the investment plan is solid, but there's no plan of action for how to distribute those funds as income in retirement. Dan will walk us through the five key areas you need to address to truly have a "holistic" or comprehensive financial plan.

 

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