Whole Financial Life System

Posted by: Joseph Kuo | August 5, 2019

I recently attended an Institute of Functional Medicine conference in Texas. You might be wondering, “What is a financial planner doing at a functional medicine event?” Indeed, many asked me this question while I was there.

What drew me to the conference was the description that functional medicine doesn’t focus on treating disease, it focuses on healing the living. Therefore, while listening to amazing talks by physicians like Drs. Jeffrey Bland, David Haase, Wayne Jonas, and David Rakel, I felt a sense of kinship and belonging–even when much the medical jargon went over my head.

Whole Health System

Whole Health System

In Dr. Jonas’s session, he spoke about the “Whole Health System” with the Personal Health Plan at the intersection of–

  • Empowering people to explore what matters most,
  • Equipping people with skills and knowledge for self-care, and
  • Accessing clinical treatments for whole health.

It is also important that this system exists within a community, which contributes to environment and relationships that promote healing.

The point is that health isn’t just our body/DNA; it is influenced by our behaviors/lifestyle, our social/emotional environment, and our mental state.

Whole Financial Life System

Whole Financial Life System

In much the same way, I see the “Whole Financial Life System” with the Personal Financial Life Plan at the intersection of–

  • Empowering people to explore what matters most,
  • Equipping people with skills and knowledge to discern financial decisions that are right for them, and
  • Accessing technical (investment, tax, etc.) strategies for whole financial health.

This system would exist within a community, which contributes to awareness and intentionality that promote a state of abundance.

Likewise, wealth isn’t just our net worth, it is influenced by our money habits, our loved ones/peers, and our mindset around what is possible.

This is one of many topics discussed during the conference and I look forward to sharing more thoughts from this conference in future blogs.