You may have already heard the rather nuanced term, but exactly what
is Holistic Financial Management?
Holistic Financial Management is an emerging new trend in
Financial Planning. It is about doing right before doing well. It is about
owning investments that are pure, clear, understandable and liquid. It’s about
true financial health instead of a madcap chase of wealth. It’s about the long
term financial, ethical and emotional result, not immediate profit.
In the past two years, I have developed the concept of Holistic
Financial Management. It’s a good trend, and I hope it catches on.