Great Decisions, Incredible Lives

Episode 13: Do You Need a Holistic Approach to Financial Planning & Client Management?


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How can you ensure that your retirement plan is as comprehensive as it is comforting? In the latest episode of Great Decisions, Incredible Lives: Retire With Intention, host John Creekmur welcomes Steven Harp, the accomplished founder of the Colorado Wealth Group. With his extensive 15-year tenure in financial planning, Steven champions a holistic approach that encompasses every facet of personal finance, from cash flow and investments to holistic life satisfaction.

 

The discussion unfurls how a well-rounded financial plan can provide a reassuring sense of security and clarity for retirement. They shed light on the mental and emotional benefits of such planning, revealing how it can offer clients a profound peace of mind.

 

Key insights include:

  • The strategic advantages of a holistic financial plan that comprehensively addresses all aspects of financial health.
  • The significant psychological comfort from knowing your financial bases are fully covered.
  • The critical role of collaboration among financial professionals is to craft a plan that's both broad in scope and detailed in execution.
  • The essential use of technology in financial planning, which provides clear visuals and helps clients understand their financial standing.
  • The importance of adaptability in financial planning, ensuring that as clients’ life circumstances and goals evolve, their financial strategies evolve too.
  •  


    Listen to this insightful episode with John Creekmur and Steven Harp to discover how you can retire with intention and peace of mind, knowing your financial plan is holistic, current, and comprehensive.

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    Great Decisions, Incredible LivesBy John Creekmur

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