Holistic Financial Planning

At Thomas Financial, we seek to truly understand our client’s needs before making any recommendation.

We believe that by taking the time to identify your objectives, you are more likely to develop a sound and workable financial plan, which will enable you to achieve your most important aspirations in the future.

Holistic financial planning is an ongoing process, defined and directed by your personal and financial needs and goals, as well as your values.

Our advisor Kory Lenz, CFP® utilizes an in-depth discovery process and sophisticated planning software to gain a complete understanding of your goals and financial picture. Once you have identified and prioritized your goals, we will help construct a plan, establish effective strategies, and execute the plan with these considerations in mind.

“Through our holistic financial planning process, we help clients to identify short- and long-term goals and show how accumulated assets/liabilities will help achieve those objectives.”
– Kory Lenz, Certified Financial Planner™

We are committed to working with you and your advisors throughout the financial planning process, as your plan will evolve with you and as your life changes.

Find out how we can help you develop a plan to pursue your financial goals for this generation and the next. Email klenz@thomasfinancial.com or call us directly at (813) 273-9416.