; Holistic Planners
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Holistic Planners uses a combination of the most effective and successful strategies when helping you crafting a life and financial plan. Our program combines Holistic Approaches, Advance Planning and Neuroscience based research on creating an individualized life and money management models for our clients. We believe investments and planning are not the root or cause of financial anxiety, that there is usually an underlying issue resulting in the current financial status. Within our program, a client will receive between 4-8 hours of individual counseling a year. One on One consulting is the cornerstone of our process and we strive to provide more of this much needed individualized time than most other firms. Our belief is that when this issue is not addressed it will cause success to be short-lived.