Holistic Planning Process

Holistic Planning Process2024-08-21T20:13:29+00:00

What is the holistic plan?

The holistic financial plan coordinates all key areas of your financial life, including:

  • Investments
  • Life Insurance
  • Tax Management
  • Social Security strategies
  • Estate planning

The holistic financial professionals at Intelliplan Financial will review each area with the appropriately licensed team member to ensure everything is working together efficiently to meet your specific goals.

Why do I need a holistic plan?

For many years, ultra-high net worth investors have enjoyed the benefits of coordinated financial planning, while middle class and middle-class millionaire investors have not had access to the same level of comprehensive services. This lack of planning can be particularly problematic given the increased vulnerability of these investors to economic and legislative changes. In particular, poor planning can lead to the risk of running out of money during retirement, which is a significant concern for many individuals in this demographic. 

Our holistic financial advisor will help optimize all of your assets to work collectively towards your goals, while striving to reduce inefficiencies like:

  • Retirement Income Gaps
  • Paying Excessive Taxes
  • Risking Everything From a Catastrophic Health Issue
  • Running Out of Money In Retirement

What’s the process to create your holistic plan?

We have designed a systematic four-step approach to help address all the essential aspects of your holistic financial plan and avoid any critical oversights. This process is aimed at creating and maintaining a comprehensive plan that helps meet your unique needs and goals.

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 
  • 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

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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