Through wisdom a house is built, and by understanding it is established; and by knowledge the rooms shall be filled with all precious and pleasant riches. Proverbs 24:3-4
Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about this concept – but what does it really mean? Just what does comprehensive financial planning entail, and why do knowledgeable investors request this kind of approach?
While the term may seem ambiguous to some, it can be simply defined.
Comprehensive financial planning is about building wealth through a process, not a product.
Financial products are everywhere, and simply putting money into an investment is not a gateway to getting rich, nor a solution to your financial issues.
A good man leaves an inheritance to his children's children. Proverbs 13:22
Comprehensive financial planning is holistic. It is about more than “money.” A comprehensive financial plan is not only built around your goals, but also around your core values. What matter ...
