My Holistic Finances
A Holistic Approach to Your Financial Wellbeing

My Holistic Finances

 

Holistic finance is a continuous, life-long process that requires active involvement and input from the client.  This process helps achieve success in managing life goals.  The holistic approach focuses on a person’s wellbeing and how all the elements of life can work together. 

 

My name is Harley M. Sherman.  I am a Certified Public Accountant licensed by the State of Michigan. I have spent the last 10 years helping my clients in accounting, tax and financial related matters. During this time, many clients have shared their concerns related to personal finance, household budgeting, and money issues in general.  These concerns are fearful, overwhelming and can lead to mental stress as well as other health related problems.

 

The goal of a holistic plan is to reduce mental stress and other health issues as they relate to financial stability.

Let us assist you with:

  • Budgeting
  • Reconciliations
  • Tax Planning
  • Reconciliations
  • Debt Management
  • Household Financial Management / Education

 

Take charge of your financial wellbeing. 

Contact us today. 

We will work with you to establish financial goals and chart a course for your peace of mind. 


"Taking your financial health to heart."

 

 

 

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