What is a Holistic Financial Advisor?

I knew I was throwing a curve ball when, years ago, I started calling myself a holistic financial advisor. You just don’t see the word holistic in financial services, and I knew some of my clients would look at me sideways. But by now they know I’m not conducting business in a field of Echinacea, surrounded by floating votives and Tarot cards. Continue reading “What is a Holistic Financial Advisor?” »