At its core financial planning is about making sure that your money is working for you. It’s about setting goals and putting a plan in place to achieve them. PTs often think of financial planning as being purely about money – saving for retirement, investing in the stock market, and so on. However, holistic financial planning takes a broader view. It recognizes that our physical, mental, and emotional well being are all interlinked and that our finances are just one part of the equation. By taking a holistic approach, we can help make sure that our money is supporting our overall well being, rather than just chasing short-term gains. This means considering things like work-life balance, job satisfaction, and physical health, as well as our financial goals. In short, it’s about creating a life that we love, rather than just accumulating wealth.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 4052579. 2022-138722 Exp 5/24