CloudlitWonder
Sat Sep 21 2024
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7 answers
1475
What does a holistic financial planner do?
Could you please explain in simple terms what a holistic financial planner's role entails? I'm curious to understand how they approach financial planning and how they factor in various aspects of a client's life, including their goals, risk tolerance, and current financial situation. How do they differ from traditional financial advisors, and what specific skills or qualifications do they typically possess?
