Most people do not know how much of an impact their financial decisions make on their financial posture because they do not realize how the fundamental aspects of finance are interconnected. For instance, some people might have good investments but they might not have the right insurance policies to protect their assets. Others might struggle to invest because they do not have the right budgeting system to support their current financial situation.
The key to building a successful financial future, regardless of the goals you might have like building a new home, buying a new car, paying off debt or retiring early, is not dependent on just one aspect of your finances. The fundamental aspects of a healthy financial life, which include budgeting, credit, investments, taxes, and insurance, are often viewed independent of one another. However, these fundamental aspects need to interact and inform one another to not only strengthen your financial foundation, but also bring wholeness to your financial future. This is what we describe as financial wholeness.
360finance is a financial wellness program, developed by Globadigm Consulting, that focuses on financial wholeness. In this program, we use our robust technology platform to help you look at all the fundamental aspects of your financial life, and develop strategies and solutions that are tailored specifically to your unique financial situation. Our comprehensive approach covers everything that matters to you from budgeting, investment strategies, life insurance, retirement planning to wealth management. We are determined to not only equip you with the necessary tools for your success, but to also guide you through tough financial decisions that will impact your financial future.
We strive to build long-term relationships with the intention of serving as a trusted advisor to assist you through the various phases of your financial journey. To effectively accomplish this, we recognize that earning that level of trust requires a personalized and collaborative service approach. At the commencement of every relationship, we spend time getting to know you, gaining a deep understanding of your financial pain points, and identifying your financial goals.
We focus on providing clarity and simplicity to your financial journey in order to help you make effective decisions that will deliver the best outcomes. We conduct a thorough analysis of your financial profile leveraging key findings and insights gleaned from the discovery session. With our robust technology platform, we model different strategies based on your financial situation and evaluate the implications they will have on your financial outcomes in a visual and dynamic way.
We understand that financial decisions carry great responsibility and know the efforts that go into building a sturdy financial foundation and securing your financial future. We will help you implement the recommended strategies, and guide you through your financial pain points. We will regularly monitor your plan’s progress and meet with you periodically to evaluate and ensure alignment with your financial goals.
