Sound investment strategies are certainly one part of integrated financial wellness. However, it goes well beyond that to address all the aspects of your financial life. This approach brings order and direction to the competing financial objectives that are common at various stages of life. While everyone’s situation is unique, the ongoing guidance that is provided commonly touches areas such as:
- employer benefits and retirement plans
- retirement saving and income planning
- funding college education
- insurance needs and options
- tax management strategies
- everyday budgeting and debt management
- collaboration with tax and/or legal professionals