Shane, I recommend that you reach out to a fee only Financial Planner who can provide you with holistic financial planning advice that encompasses your complete financial picture which includes tax planning, financial planning, cash flow management, debt management, education planning, retirement planning and estate planning.Good luck and let me know if you have any questions.

@Soniel EstimeIn that situation I would try to take a holistic view of the situation.

You bring up a great point - about stepping back and really looking at my life holistically. 

Holistically, I think it comes down to how you view the potential deluge in any situation.

. #10 Holistic Win/Win is such an important point.

The bottom-line is that there is risk, you can take steps, but you have to take a holistic approach to risk management and not depend on one option.

I like to see my investments diversified from a holistic approach and see them in 4 parts: S-Corporations, Equities, Cash and Real Estate.

I'm looking for a something that gives me a holistic approach of all of our income/expenses across our whole portfolio without having to go into multiple bank logins and manually add it to spreadsheet.

They are resilient, LEED, skilled  labor apprenticeships and % of my profits go toward research, care and holistic wellness for opiate addicted pregnant women and their children in an off grid residential center/transformational community.

@LarryFried Yes, I have a huge passion for organic, whole foods and holistic healing/living!