Holistic Planning Process

What is the Holistic Plan

The holistic financial plan is an integrated approach to coordinating all key areas of your financial life, including:

The holistic advisors at The Heritage Group will regularly review each of these areas with the appropriately licensed team members to ensure everything is working together in synergy towards your specific goals.

Why do I need the holistic plan?

The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited from this same level of service. Being the most vulnerable to economic and legislative changes, the stakes are considerably higher with the risk of running out of money due to poor planning, particularly in retirement.

What process should I expect to create the holistic plan?

To cover the many areas and attributes of the holistic plan, we have developed a systematic four-step process to avoid critical oversights when working to create and maintain your financial plan:

Step 1: Understanding Where You Are Now

Getting to know our firm
Understanding your goals and objectives
Understanding your current finances
Services we offer to meet your needs
Taking action on organizing your financial life and goals

Step 2: Determining Where You Want To Go

Organizing your financial life & estate
Understanding your net worth
Prioritizing your goals and objectives
Developing a plan for implementation

Step 3: Achieving The Holistic Plan

Recap progress we've made
Designing your customized Bucket Plan
Aligning your market volatility tolerance with your plan
Recommendations provided
Implementing your plan

Step 4: Providing Continual Services & Support

Ongoing consultation
Customized review process
Annual plan update meeting
Proactive communication & education
Client appreciation events
Limitless availability

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