Interdisciplinary Planning

Interdisciplinary planning is a cohesive approach to financial planning that takes into account the individual's psychological, social, economic, and legal factors. It is a more advanced approach than traditional financial planning, which typically focuses on the individual's financial assets and liabilities.

The psychological factors that can affect financial planning include the individual's risk tolerance, time horizon, and financial knowledge. The social factors include the individual's family situation, social support network, and cultural background. The economic factors include the individual's income, expenses, and employment situation. The legal factors include the individual's estate planning, tax planning, and retirement planning.

Interdisciplinary planning takes all of these factors into account to develop a financial plan that is tailored to the individual's unique needs and circumstances. This approach can help individuals make better financial decisions, achieve their financial goals, and reduce their financial stress.
If you are looking for a more comprehensive and holistic approach to financial planning, then an interdisciplinary approach may be a good option for you.

Some of the professionals who may be involved in interdisciplinary planning are:

  • Financial advisors
  • Attorneys
  • Tax advisors
  • Insurance agents
  • Retirement planning specialists
  • Certified public accountants (CPAs)
  • Business thought leaders
  • Personal finance coaches

These professionals will all work together to create a thorough financial plan to meet or exceed your individual needs by uncovering more opportunities between boundaries that would typically get missed without collaboration.