Taking a Holistic Approach to Financial Planning

Every aspect of your financial planning needs to fit together, which is why we see value in providing a holistic approach to working with clients. 

In this episode, Scott Leonardi helps you understand the truly unique approach Complete Solutions Inc. takes to helping you with your financial planning by walking you through the three step process of holistic financial planning. 

You will learn: 

  • How Complete Solutions Inc.’s planning process is unique from many other advisors  
  • The importance of uncovering the true goals of a client 
  • The process of designing a plan that is unique to each client  
  • Why communication is so important in the deploy phase of planning 
  • And more!

Tune in now to discover why taking a holistic approach has helped Complete Solutions Inc. better understand the needs of their clients, and how it could help you too! 

Related: Investment Basics: Why Some Risk May Be a Good Idea