Holistic financial planning is about more than just investments. It means aligning every part of your financial life to work together. In this short video, Windes Managing Partner Sean McFerson and Windes Wealth Management Senior Wealth Advisor Mark Mitamura explain how a comprehensive approach can provide greater flexibility, clarity, and long-term resilience.
If you would like to discuss how a holistic strategy can support your goals, our team at Windes Wealth Management is here to help.