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Our Holistic Financial Planning Process

Our Holistic Financial Planning Process2026-04-08T14:15:43+00:00

How we piece together your financial life into one picture

At Intelliplan Financial, we understand that navigating through financial decisions can be complex and overwhelming, especially when dealing with uncoordinated advice from various tax, legal, and financial professionals. Instead of forcing you to piece together each aspect of your finances yourself, we use a holistic wealth management process to organize what you’ve built into one coordinated, long-term strategy.

Holistic Retirement Planning Chart Review
Holistic Wealth Management Chart

What is Holistic Financial Planning?

Financial advice often comes in pieces from various places, leaving you with a mix of products and services yet no clear plan of how they all work together. At Intelliplan, we craft detailed plans to avoid that issue by including all the essentials, or what we consider the five pillars of holistic wealth management: financial planning, asset management, tax management, protection or insurance planning, and legacy or estate planning.

By using The Bucket Plan® philosophy to create your comprehensive wealth management plan , we align your financial strategy with your goals for retirement, all within a framework that simplifies complex financial decisions.

The Five Pillars of Holistic Wealth Management

At Intelliplan, we build every client’s plan around five pillars:

  • Financial Planning — Organizing your assets and income into a coordinated strategy built around your goals and timeline.
  • Asset Management — Managing and growing your investments with your full financial picture in mind.
  • Tax Management — Proactively identifying strategies to help reduce your tax burden now and in retirement.
  • Protection Planning — Ensuring the right coverage is in place so that one unexpected event doesn’t derail everything you’ve built.
  • Legacy & Estate Planning — Planning for how your wealth is preserved and transferred according to your wishes.

The Value of a Holistic Advisor

Not every financial advisor considers every piece of your financial puzzle into one overall plan like we do. Our fiduciary advisors help optimize all your assets to help you reach your wealth 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

See why our holistic advisory approach, once a privilege of the ultra-wealthy, now offers you a streamlined and client-centered experience, prioritizing your comprehensive needs.

How Do We Build Your Holistic Plan?

We use a systematic four-step financial planning process to help us get to know you and build your holistic plan in your best interest.

Step 1: Discover Where You Are

Before we recommend anything, we listen. We take time to understand your goals, your current financial picture, and what matters most to you to help organize and kickstart your financial planning journey.

Step 2: Design a Plan to Reach Your Goals

We help you organize your finances, assess your net worth, prioritize your goals, and start developing an actionable plan to achieve them.

Step 3: Deliver Your Holistic Plan

We review your plan, tailor your Bucket Plan® to align with your risk tolerance, offer recommendations, and begin implementing your personalized financial strategy.

Step 4: Dedicated Ongoing Support

We help ensure your plan’s success through continuous consultations, a customized review process, annual updates, and proactive communication to keep you informed and engaged.

Frequently Asked Questions about Holistic Financial Planning

Holistic financial planning is a comprehensive approach that coordinates key areas of your financial life: retirement income, tax management, investment strategy, protection planning, and legacy planning, into one unified strategy. Rather than addressing each area in isolation, a holistic plan ensures every decision supports your overall goals.

A financial planning process is a structured, step-by-step approach to understanding your current financial situation, defining your goals, and building a coordinated strategy to reach them. At Intelliplan, our process follows four steps: Discover, Design, Deliver, and Dedicated ongoing support.

Without a comprehensive plan, financial decisions are often made in isolation, an investment here, an insurance policy there, without considering how they interact. This can lead to tax inefficiencies, coverage gaps, and retirement income shortfalls that a coordinated plan might have avoided.

A comprehensive retirement planning process typically includes income planning, Social Security timing, tax strategy, investment allocation, protection planning, and legacy considerations. At Intelliplan, all of these areas are coordinated within a single holistic plan rather than addressed separately.

Ready to Start Planning?

You have the pieces, let’s make a plan that connects them. Whether you’re in Columbus, Ohio or anywhere across the country, schedule a free 20-minute call to see how a holistic approach can make all the difference in your plans and peace of mind.

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INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

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