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Holisitic Wealthcare

11/19/2018

 
Holistic Wealthcare D Scott Bloom CFP
D Scott Bloom Holistic Wealthcare
Introducing Holisitic Wealthcare
Holistic Wealthcare starts where traditional financial planning reached its limits. A breakthrough in the field of finance, Holistic Wealthcare merges behavioral economics and ancient philosophy with the technical aspects of financial planning to address complex problems measured by non-financial outcomes- instead of strictly dollar denominated metrics.

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
​iScott

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    D. Scott Bloom, CFP®
    CERTIFIED FINANCIAL PLANNER™ 

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Securities and Advisory Services offered through LPL Financial. a registered investment advisor,Member FINRA / SIPC
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