Jonathan M. Heller, CFA,
Workbook & Articles
Life-Integrated Financial Planning...Helping
You Fit the Pieces Together
You likely have several financial planning pieces in place—you pay
taxes, invest at least a portion of your savings, have some insurance,
and maybe you have done some estate planning and retirement planning,
but chances are each of these pieces was
developed independently and at different times in your life. Is it any
surprise then that you’re unsure if you’re on the right track and making
all the progress you could be?
To be effective, financial planning needs to be coordinated. Each
piece of the financial plan needs to accomplish its own specific tasks as well as
support the tasks of each other piece. We call this life-integrated
financial planning, and we are experts in this area. We’ll look at your
entire financial picture and help you fit the pieces together properly.
We'll ask you lots of questions, including:
Would you worry less if you had a life-integrated financial plan?
Contact us to learn how to keep your
finances from ruining your enjoyment of life.