Money Matters Mondays: Holistic Financial Plans
Local financial professional Barry Bigelow from Great Waters Financial joined GMN in studio to share what goes into a holistic plan and why you need one.
If you are trying to get your finances back on track, you might start with a budget, but have you considered making a holistic financial plan? Local financial professional Barry Bigelow from Great Waters Financial joined GMN in studio to share what goes into a holistic plan and why you need one.
Holistic financial planning is looking at your finances as a whole. That includes things like lifestyle, your estate, as well as other things.