Holistic Planning

Financial Health = Good Health

More and more data support the corroboration between financial and life health. Fortunately, for clients of GB Financial Services, LLC, we understand this critical link and have crafted our team around this concept. In addition to Gary Brownfield, a CERTIFIED FINANCIAL PLANNER^™ professional, our team also includes Bill Blalock, a professional executive and life coach, who holds an MA in counseling from Amberton University. Bill’s role is to provide adjunct coaching services to the firm's financial planning clients. 

The Journal of Financial Planning (from the Financial Planning Association) has published an extensive article that speaks to the benefits of early exposure to this new concept of holistic financial planning. It discusses the benefits and explores the growing awareness that it is almost impossible to separate financial concerns from other areas of life.