The phrase "holistic financial" is correct and usable in written English.
It can be used when discussing a comprehensive approach to financial matters, considering all aspects of a person's or organization's financial situation.
Example: "Our firm offers holistic financial planning services that take into account your investments, savings, and future goals."
Alternatives: "comprehensive financial" or "integrated financial".
He is a certified educator in Holistic Management and has practiced HM, including holistic financial planning, for 15 years.
While Personal Capital encouraged its staff to become certified financial planners — the top credential for holistic financial planning — it was not a requirement if they weren't already.
Nevertheless, you need to do some projections of lifetime earnings, and potential changes in your income stream, to make a realistic, flexible and holistic financial plan.
A financial planner, a chartered financial analyst or a personal financial adviser can draft and maintain a holistic financial plan that takes into account taxes, income, estate planning and other financial considerations.
There are courses covering commercial production topics like raising veggies, berries, and poultry, and many more covering management of a successful farm, including business planning, holistic financial planning, marketing, and getting started in farming.
Personalized experience is a holistic financial solution.
This strategic business segment is focused on guiding Americans on their journey to greater retirement readiness through employer-sponsored, tax-deferred savings plans, as well as through holistic advice, financial planning and a broad range of retail product solutions for customers nearing or in their retirement.
Study findings suggest that motivation of CHWs in Morogoro Region could be further improved by providing a more holistic combination of financial and non-financial incentives and building on existing altruism and intrinsic needs but also not ignoring financial and other programme inputs.
"Piggybank offers savings, but our vision is not just savings, but to become a holistic platform — a financial warehouse — where other financial providers can plug in their services for PiggyBank users," said Eweniyi.
"To further encourage a more comprehensive and holistic approach to financial oversight, all federal financial supervisors and regulators not just the Federal Reserve should be directed and empowered to take account of risks to the broader financial system as part of their normal oversight responsibilities," says Bernanke's written testimony.
If you want a more holistic approach to financial planning, you could consult a certified financial planner, Cann says.
