Financial Planning vs. Investment Strategy: Which Is More Important?


When you think about the advice your financial advisor provides, is it really holistic financial planning or just investment management? important in So what is comprehensive financial planning?

Holistic financial planning revolves around an extensive conversation between you and your advisor focused on the life you want. Ideally, it also involves active coordination between your advisor and other financial professionals in your life, such as accountants, property planners, and insurance professionals.

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