HMI Certified Educator Brian Wehlburg explains some of the key Holistic Financial Planning principles in this easy to understand video about the Logjam, Adverse Factors, and Weak Link Enterprise Investment analysis. These principles and tools can help you determine where to invest your time and money for a given year as you build out your financial plan. Even if you’ve never created a written financial plan, these tools can help you quickly determine where you will get good return on investment.
If you are ready to dive into the Holistic Financial Planning process and increase your net worth, net profit, and quality of life, join HMI’s Financial Planning interactive online learning course starting April 12, 2022. If you’d rather work 1-on-1 with a Certified Educator to create your own financial plan at your own pace, try our Holistic Financial Planning 1-on-1 mentor course.