Holistic Financial Planning
Comprehensive financial planning that integrates investments, taxes, insurance, estate planning, and behavioral finance into a unified strategy.
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Why It Matters
Robo-advisors handle basic portfolio management, but clients with complex financial lives need human planners who understand life transitions, behavioral biases, and cross-domain tax implications.
How to Get Started
Pursue the CFP (Certified Financial Planner) designation. Study behavioral finance and practice building comprehensive financial plans that address multiple life domains simultaneously.
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