HOLISTIC FINANCIAL PLANNING
because you deserve comprehensive and effective solutions Learn MoreContact Usexperienced holistic planning advisors are ready and waiting to help you craft your customized retirement plan
We provide holistic financial advice because we know that you’re so much more than a sum of your assets. You have dreams, goals, and highly unique opportunities and circumstances.
And we believe these factors should be fully integrated into your financial plan.
At Five Pine Wealth, we build professional relationships with our clients because we want to know the why behind their decisions and desires.
Sure, we’ll examine your cash flow, investments, assets, liabilities, and insurance coverage, but we’ll also spend time on goal-setting, decision-making, and defining your core values.
The Value of Holistic Financial Planning Advice
The capabilities of the Internet today are extensive, especially when it comes to personal finance.
You can find calculators and charts that help you determine how much you should be saving for retirement.
You can read blogs on the basics of investing.
You can listen to other people’s stories of how they’ve made their millions.
But all the resources of the Internet can’t help you find the most effective and personalized financial solutions—because it doesn’t know you as a person.
Rules of thumb are great for general practices and ideas, but when it comes to your personal finances, we think there should be an emphasis on personal.
Our holistic financial advisors will dive into your…..
Specific Financial Goals
Your short and long-term goals have a huge impact on the advice our financial planners will offer.
As we identify your goals and prioritize them based on your current circumstances, opportunities, and resources, we can customize our advice to help you achieve your financial goals.
Unique Life Events
Whether you’ve recently inherited a large sum of money, got divorced, received a new job with a robust benefits package, or experienced any other major life event, your finances are impacted.
Our holistic financial planning approach accounts for these events—and we can adapt as new circumstances and opportunities come your way.
Tailored Risk Management
No one can possibly plan for all of the unexpected events that may threaten your finances throughout your lifetime.
But by assessing your risk tolerance, assets, and liabilities, we can proactively and holistically reduce the associated risks that are just a part of living.
We can also help you choose the right amount and type of insurance appropriate for your situation and will continually reevaluate our choices as your circumstances evolve.
Custom Retirement Planning
Understanding how much you need to save for retirement can be a tricky endeavor because it depends on a variety of factors.
Holistic financial planning takes into account your current retirement investments, pension plans, future expenses, retirement desires, and more.
Estate Planning
Estate planning is crucial for the successful preservation and distribution of your hard-earned assets.
Our holistic strategies will encompass all of your estate planning needs such as beneficiary designations, business succession planning, wills, power of attorney, trusts, and more.
Relationship-based Reviews
While a holistic approach is particularly helpful at the beginning stages of our relationship, it becomes even more crucial as your finances evolve.
We continue our holistic financial planning approach throughout our entire professional relationship and provide you with regular reviews so we can update and pivot as necessary.
Five Pine Holistic Financial Advisors
At Five Pine Wealth, our holistic financial advisors provide you with:
- Empowering education
- Years of experience and expertise
- Creative and personalized solutions
- Big picture thinking
- Empathetic listening
- Adaptability
- Goal alignment
Our advisors are dedicated to providing you with comprehensive and holistic financial advice every step of your financial journey.
Ready to craft your holistic financial plan? Schedule a free call with us!
Reach out to us any time. We’d be happy to chat with you to help determine if we’re a good fit for working together.
Reach Us
We will respond to you within 24 hours.
Five Pine Wealth Management
250 NW Blvd, Suite 111, Coeur d’Alene, ID 83815
877.333.1015