One of the newer phrases to find its way into the vococabulary of today's more progressive financial planners is holistic financial planning.  As in the field of medicine, holistic is becoming important.  So what does it mean and why now? Also is the newer type of all inclusive financial planning something that you can benefit by?

In broader terms, holistic financial planning identifies and takes into consideration the entirety of a client's financial situation both present and on into the future. When the client receives completely inclusive or complete holistic advice, they are far better able to make decisions that insure that their total objectives are more realistically obtained.


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Ernest Maude Continental Investments Limited

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