Whitaker MyersJan 18, 20232 minRetirement PlanningA HOLISTIC APPROACH TO FINANCIAL PLANNINGWhat is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...
Whitaker MyersSep 28, 20214 minFinancial CoachingFINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...