Ep. #02: Holistic Financial Planning - Kelly Adams, CFP®, EA - a podcast by Alliance of Comprehensive Planners (ACP)

Financial Planning is about more than investments. Other subjects like taxes, insurance, and estate planning are also crucial to a household's financial future. But with guidance on each of these subjects coming from different professionals, each with their own agenda, how can a consumer follow a consistent, coordinated plan? Our guest, Kelly Adams, CFP®, EA of Harbor Light Planning, discusses what it means to be a holistic financial planner.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Kelly Adams, please visit www.HarborLightPlanning.com/.

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