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A beginner’s guide to holistic financial planning
June 11, 2021 at 7:00 AM
A beginner’s guide to holistic financial planning

Your financial security and stability depend on several factors. It’s more than simply creating a budget and sticking to it. You need to create long-term goals and have a plan to obtain them. At OWLFI, we offer holistic financial planning to help you see the big picture when it comes to managing your finances now and in the future. Keep reading for ways that we can help you with this.

Retirement planning

It’s never too early to start planning for your retirement. The sooner you start, the more comfortable you’ll be when the time comes to stop working and fully enjoying life. Our team can assist you with putting together a budget that will build your nest egg for a comfortable retirement.

To do this, you need to be able to let us know how you plan to spend your retirement. Are you planning on being nomadic and traveling the world? Or would you prefer to spend your days reading books on your back porch? Either way, you’re going to need money to do it. We’ll help you decide how much money you’ll need each year and build a plan to makes sure your savings there when the time comes.

Tax & accounting

Whether you work for yourself or a major corporation, it’s important to know where you stand with your taxes each year. Out accountants can help you identify your tax bracket and proper withholdings to maximize the number of your paychecks you take home each month. Yes, it can be nice to get a lump sum in a tax return each year, but it’s even better to bring home as much of your paycheck as possible.

In addition to helping you with the current state of your personal taxes, OWLFI’s experts will assist you in strategic planning for your retirement fund. There are specific tax laws associated with your retirement savings, and we’ll manage those in a way that will help you save as much money as possible.


Not only does our team want to help you get your finances in order, but we also want to help you protect them. OWLFI offers asset protection through insurance products that are meant to analyze your personal needs. We can find you the coverage you need for home, auto, commercial, boat, RV, and much more. An insurance policy is a critical part of protecting your finances now and well into the future. We want to make sure that you don’t put your future or the future of your loved ones at risk by going without.

Estate planning

When you eventually pass away, your assets are going need to be distributed among your heirs. An estate plan will dictate how this is done and minimize the need for your estate to go into probate. An estate plan will provide your family the protection that they need when you’re no longer around.

Contact us to get started

Don’t hesitate to get your finances to a place where you can feel comfortable today and long into the future. Our services are designed to assist you with everything from retirement planning to estate planning to taxes. The OWLFI team wants to make sure that your financial wellbeing is taken care of so you’re able to take care of the other things in your life that matter. Contact us today to learn more by calling your nearby office. You can also send us a message via our contact form and we’ll be sure to get back to you promptly.