1/28/26

What is Comprehensive Financial Planning?

What does working with a financial planner actually look like? Spoiler: it’s not just about managing your investments. At MADE Financial Design, I take a truly comprehensive approach—because money touches every part of your life, not just your portfolio. In this video, I walk through what it really means to partner with a financial planner who looks at the full picture.

Previous

Retire a Millionaire on an Average Salary?!

Next

Skip the latte and invest instead? Let's run the numbers.