• What is holistic financial planning?

    Instead of focusing on a specific area of your finances in isolation, such as investments, pensions, tax or insurance; we define holistic financial planning as considering all aspects of your personal circumstances and financial position to identify the actions that need to be taken to meet your goals for the future.

  • Why should I hire a financial planner to manage my money?

    Guidance on developing an overall investment strategy, asset allocation, minimizing taxes, rebalancing, and how to structure/time withdrawals from your retirement accounts. Each of these services can incrementally boost a client’s returns—sometimes steadily, sometimes sporadically.

  • What does a financial planner do?

    A financial planner is a type of financial advisor whose job is to work with you to create a personalized plan that helps you manage your budget and achieve your financial goals.

  • What kind of things will a financial planner help with?

    Simply put, financial advisors help you with all types of financial planning. That means they can help you with everything from budgeting to saving for retirement.
    Think of the term “financial advisor” as an umbrella term over different types of financial professionals. It’s sort of like how we call most medical professionals “doctors” even though they specialize in different areas of medicine.

  • How can Abboud Financial Planning help me specifically?

    There are countless advantages of working with Abboud Financial Planning that come immediately from having a financial plan. From emotional and health associated benefits to social and financial benefits, financial planning has a net positive impact on every aspect of your life.

    While several dozen benefits exist, there are some that have more impact than others. Below are several key benefits that come as a direct result of working with Abboud Financial Planning.

    Financial planning is a great source of motivation and commitment
    Financial plans provide a guide for action and decision-making 
    Financial plans set performance standards 
    Financial planning has additional emotional and mental health benefits
    Financial planning is shown to improve financial outcomes