Author - David John Marotta

What Is Integrated Financial Planning?

What Is Integrated Financial Planning?

Financial planning is the process of determining what financial steps will best take you from your current situation to fulfilling your life goals. While each component of financial planning is personal to your unique situation, each component part is also integrated with other components creating a dynamic and interconnected system. Integrated financial planning takes a holistic approach to how each component is set into the context of your situation and affects other areas of your finances.

You may have one person who prepares your taxes, another who manages investments, a third who sells life insurance, and a fourth who drafts …

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