Stated simply, it’s not just about “the mighty dollar”, but instead, the effects and outcomes wealth can produce. In other words, HWC explains why some “rich” people seem unhappy and examines the method and means to correct this before it happens. This new way of addressing problems is reserved only for those individuals who already understand that money and wealth is not the true answer to a fulfilled life and lasting happiness. Wealth can be a means to happiness but not when it is intended as an ends.
The field of finance and investment management may sometimes miss this point because they have answered the wrong questions to address the wrong problems instead of asking and addressing the right ones. Many of the problems that naturally follow in the path of wealth creation and transfer go unnoticed or ignored. These are the problems we uncover and address with Holistic Wealthcare.
D. Scott Bloom, CFP