EXPERTISE

Life Management

Relationships are the cornerstone of Holistic Planners success. Over the years, the company has fine-tuned its approach to the key planning components – focus, empathy, deep curiosity, solid fundamentals and concierge service model.

Goal

The goal of this SHA is to help  clients’ receive clarity around their life choices and how it affects them financially . This SHA is for people who need clarity around personal development and are seeking to increase their personal and financial well-being. Together with one of our planners who understand behavioral finance and human capital maximization, our life management services will help you manage your life and maximize your return on life, allowing you to begin to have clarity. Throughout a series of meetings both via phone and face to face there will be a different topic to address your life management needs.

Ideal Client

All individuals who are looking to make better life and financial choices through a strategic process and meaningful way.

How interested clients can schedule an appointment

Clients looking for an independent firm should call our office at  240.508.2169 to schedule an appointment

Cash Flow Management

Understanding your family’s mission and developing a detailed cash flow plan will provide a foundation for our relationship. After viewing your balance sheet and cash flow statement we will have a true picture of your situation. Over the years, we found that if we can establish cash flow management systems upfront the client generally has better results.

Goal

The goal of this SHA is to help clients’ have more clarity around their income needs and how cash flow plays the most significant in all phases of planning. ie financial planning, retirement planning, income planning, advance tax planning, and estate planning. This SHA is for people who need clarity around profit and loss statements, spending plan and are seeking to increase their bottom line. Together with one of our planners who understand advance financial concepts and financial principles that apply to wealth build philosophies. Throughout a series of meetings both via phone and face to face, there will be ongoing financial console centered around cash flow management.

Ideal Client

All individuals who are looking to engage in a cash flow based planning process. The plan can perform if the cash flow models can support the desired outcome.

How interested clients can schedule an appointment

Clients looking for an independent firm should call our office at 202.888.1736 to schedule an appointment

Risk Management

We can’t control anything but we can plan for almost everything. A planning process that doesn’t include risk management has the potential to unravel with one unexpected life-changing event. Our unique approach to the risk management process includes – risk evaluation, risk tolerance and, solid emergency procedures.

Goal

The goal of this SHA is to help clients’ receive clarity around their life choices and how it affects them financially. This SHA is for people who need clarity around personal development and are seeking to increase their personal and financial well-being. Together with one of our planners who understand behavioral finance and human capital maximization, our life management services will help you manage your life and maximize your return on life, allowing you to begin to have clarity. Throughout a series of meetings both via phone and face to face, there will be a different topic to address your life management needs.

Ideal Client

All individuals who are looking to make a better life and financial choices through a strategic process and meaningful way.

How interested clients can schedule an appointment

Clients looking for an independent firm should call our office at  202.888.1736 to schedule an appointment

Investment Management

Based on neuroscience and behavioral finance our process is focused on the preservation of capital, income stabilization, human capital and passive allocation of capital. We attempt to simplify the complexities of the market through – education, research, alternative investments, and creative tax planning solutions.

Goal

The goal of this SHA is to help clients’ receive clarity around their life choices and how it affects them financially. This SHA is for people who need clarity around personal development and are seeking to increase their personal and financial well-being. Together with one of our planners who understand behavioral finance and human capital maximization, our life management services will help you manage your life and maximize your return on life, allowing you to begin to have clarity. Throughout a series of meetings both via phone and face to face, there will be a different topic to address your life management needs.

Ideal Client

All individuals who are looking to make a better life and financial choices through a strategic process and meaningful way.

How interested clients can schedule an appointment

Clients looking for an independent firm should call our office at  202.888.1736 to schedule an appointment

Modern Elder Care Management

Uncommon to most firms but common to us. We have developed and built relationships to support our clients through this complex and time-consuming process. Just because a loved one needs care doesn’t mean it has to be overwhelming. We are here to help you navigate the system.

Goal

The goal of this SHA is to help clients’ receive clarity around their life choices and how it affects them financially. This SHA is for people who need clarity around personal development and are seeking to increase their personal and financial well-being. Together with one of our planners who understand behavioral finance and human capital maximization, our life management services will help you manage your life and maximize your return on life, allowing you to begin to have clarity. Throughout a series of meetings both via phone and face to face, there will be a different topic to address your life management needs.

Ideal Client

All individuals who are looking to make a better life and financial choices through a strategic process and meaningful way.

How interested clients can schedule an appointment

Clients looking for an independent firm should call our office at  240.508.2169 to schedule an appointment