What is the future of Financial Planning?
FlexGen is an advisor who is forward thinking, embraces change, loves learning, challenges conventions and believes in helping clients pursue their life goals. We're a Next Generation of financial planner. We're meeting you where you are. But ultimately, we're meeting your evolving needs. In a word, we’ve become more flexible. As a new generation flexible planner, we can work across devices, support various business models, and provide a range of financial services, all in an effort to service your increasingly demands as an investor.
Christopher Bissonnette
CFS, CCFC, CLTC®
Wealth Advisor, LPL Registered Principal, College Financial Aid Advisor
I have worked as a fee-based Financial Planner for over 25 years.
I often speak on financial literacy and college planning and financial aid. My main focus is on holistic financial planning and financial well-being and I'm a regularly featured guest on ESPN, NBC and ABC radio.
See full bio here
The Society for Financial Awareness is not affiliated with, nor endorsed by, LPL Financial or Holistic Financial Planning.
Our Team
What is Holistic Financial Planning?
Holistic Financial Planning in a 2 minute video.
Learn how eMoney is a welcoming, detail-rich and interactive software, which displays all your wealth-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximum transparency.
- Print out a report of your finances
- Simple to use navigation
- Goal-Planner for retirement and education planning
- Decision Center, for cash flow-centric planning
What does Holistic Financial Planning mean?
In order to get your financial house in order, you need a holistic financial planning approach that addresses spending, saving, debt management, investment management, insurance, taxes, estate planning, employer and company benefits and all aspects of your financial life.
Holistic Financial Planning is a process of reaching for your life goals with the appropriate management of your all your resources to pursue goals such as buying a home, planning for retirement or saving for your child's college education. Holistic Financial Planning takes an up-close and expansive overview of your total financial well-being and how one area of your finances influences another.
Tax and legal services are not offered by Holistic Financial Planning™, AK Financial Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
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