A Holistic Approach to Financial Wellness

There is a common misperception that financial planning is only for the wealthy. It doesn’t matter what income bracket you fall within; creating a solid plan is essential to your financial health and well-being. At Cummings Wealth Management, we take a comprehensive and holistic approach that considers your individual goals and values.

What Is Holistic Financial Planning?

You can think of a holistic approach as a big-picture perspective for devising strategies to meet your life goals rather than simply using cookie-cutter approaches. Another critical aspect of holistic financial planning is incorporating your values into where and how you invest and allocate your assets.

How Does Financial Planning Work?

When you work with us, you get a lifelong partner. We believe your portfolio should be as unique as you are while still maintaining and enhancing the real buying power of your initial investments. We create a customized plan that considers your goals, time horizon, and risk tolerance. Our financial planning services include:

We also provide general budgeting and large purchase decision-making support. Our advisors can work with your tax professional on investment tax impact and management.

Let Cummings Wealth Management advisors guide you every step of the way. We don’t just create your plan; we also maintain close communication with you to help you ensure your financial goals are being met on an ongoing basis. Get in touch with us today to learn what we can do for you.