Episode 3 — Holistic Planning: Combining Health and Wealth

The JL Smith Group believes in the power of holistic planning.

But what exactly does this type of planning entail, and why should you incorporate this planning style into your financial planning picture?

Today, Jason Smith and Bryan Bibbo join forces to break down their holistic planning approach and share why they value health as a part of the wealth management process.

In this episode, you’ll learn:

  • Why your health is an important part of your financial picture
  • What the holistic planning process looks like
  • The benefits of a bucket planning approach
  • Why planning is an ongoing process
  • And more!

Join Bryan and Jason now to learn how you can bring all areas of your financial picture together with their holistic planning process!

Resources:  JL Smith Group | (440) 934-9181