--- title: PAX Financial Blog | holistic financial planning (5) description: holistic financial planning | Read PAX Financial's blog to stay current with personal finance issues that are important for your financial goals. (5) --- - [About PAX](https://paxfinancialgroup.com/about-pax/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/) - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recognition/) - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [Financial Planning](https://paxfinancialgroup.com/financial-planning/) - [Investment Management](https://paxfinancialgroup.com/investment-management/) - [Retirement Planning](https://paxfinancialgroup.com/retirement-planning/) - [Retirement Plans for Business Owners](https://paxfinancialgroup.com/retirement-plans-for-business-owners/) - [Insurance](https://paxfinancialgroup.com/insurance/) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/) - [Resources](https://paxfinancialgroup.com/resources/) - [Resources](https://paxfinancialgroup.com/resources/) - [Blog](https://blog.paxfinancialgroup.com/) - [Podcasts](https://paxfinancialgroup.com/podcasts/) - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/) - [eBooks](https://paxfinancialgroup.com/ebooks/) - [Books](https://paxfinancialgroup.com/resources/books/) - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/) - [Payments](https://secure.bluepay.com/interfaces/shpf?SHPF_FORM_ID=mobileform01D&SHPF_ACCOUNT_ID=100724655456&SHPF_TPS_DEF=SHPF%5FFORM%5FID%20SHPF%5FACCOUNT%5FID%20DBA%20TAMPER%5FPROOF%5FSEAL%20AMEX%5FIMAGE%20DISCOVER%5FIMAGE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20SHPF%5FTPS%5FDEF%20CUSTOM%5FHTML%20SHPF%5FTPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&SHPF_TPS_HASH_TYPE=HMAC%5FSHA512&SHPF_TPS=d5080ea6f79b50c4e49eb8b732c06ed9a9ceccf482e9d2858b38e10409c48cae2113c955723aabea8ea9306624acc3ec85af973afa52af67b280c4efc6f41d93&MODE=LIVE&TRANSACTION_TYPE=SALE&DBA=PAX%20Financial%20Group&AMOUNT=&TAMPER_PROOF_SEAL=acec80a3aacdad7f9ea894fb26f1e93884dc837d9bd8259ef407546e220a9b603da4b9b9f252d12b88e0bd66f8e8be12c05eb44f843b901406e4a51e3da13026&CUSTOM_ID=&CUSTOM_ID2=&REBILLING=0&REB_CYCLES=&REB_AMOUNT=&REB_EXPR=&REB_FIRST_DATE=&AMEX_IMAGE=amex%2Egif&DISCOVER_IMAGE=discvr%2Egif&REDIRECT_URL=https%3A%2F%2Fsecure%2Ebluepay%2Ecom%2Finterfaces%2Fshpf%3FSHPF%5FFORM%5FID%3Dmobileresult01%26SHPF%5FACCOUNT%5FID%3D100724655456%26SHPF%5FTPS%5FDEF%3DSHPF%255FACCOUNT%255FID%2520SHPF%255FFORM%255FID%2520RETURN%255FURL%2520DBA%2520AMEX%255FIMAGE%2520DISCOVER%255FIMAGE%2520SHPF%255FTPS%255FDEF%2520SHPF%255FTPS%255FHASH%255FTYPE%26SHPF%5FTPS%5FHASH%5FTYPE%3DHMAC%255FSHA512%26SHPF%5FTPS%3Dd488c2e90342636299786ebcd52a22e4b8c1d94e333a03fd781cde6ce343e2005d461985931f1c208376fe866b45b6e651d1f1e747766d3ade198a4513fababb%26RETURN%5FURL%3D%26DBA%3DPAX%2520Financial%2520Group%26AMEX%5FIMAGE%3Damex%252Egif%26DISCOVER%5FIMAGE%3Ddiscvr%252Egif&TPS_DEF=MERCHANT%20APPROVED%5FURL%20DECLINED%5FURL%20MISSING%5FURL%20MODE%20TRANSACTION%5FTYPE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&TPS_HASH_TYPE=HMAC%5FSHA512&CUSTOM_HTML=&CARD_TYPES=vi%2Dmc%2Ddi%2Dam) - [Contact Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) - [Client Relationship Summary](https://paxfinancialgroup.com/wp-content/uploads/2023/04/PAX-Form-CRS_03.30.2023.pdf) [Client Login](https://login.orionadvisor.com/login.html) [![paxfinancialgroup](https://blog.paxfinancialgroup.com/hubfs/raw_assets/public/PAX_Financial_Group_April2023/images/Logo.svg "paxfinancialgroup")](http://198.199.117.154/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/) - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recognition/) - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [Financial Planning](https://paxfinancialgroup.com/financial-planning/) - [Investment Management](https://paxfinancialgroup.com/investment-management/) - [Retirement Planning](https://paxfinancialgroup.com/retirement-planning/) - [Retirement Plans for Business Owners](https://paxfinancialgroup.com/retirement-plans-for-business-owners/) - [Insurance](https://paxfinancialgroup.com/insurance/) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/) - [Resources](https://paxfinancialgroup.com/resources/) - [Resources](https://paxfinancialgroup.com/resources/) - [Blog](https://blog.paxfinancialgroup.com/) - [Podcasts](https://paxfinancialgroup.com/podcasts/) - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/) - [eBooks](https://paxfinancialgroup.com/ebooks/) - [Books](https://paxfinancialgroup.com/resources/books/) - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/) - [Payments](https://secure.bluepay.com/interfaces/shpf?SHPF_FORM_ID=mobileform01D&SHPF_ACCOUNT_ID=100724655456&SHPF_TPS_DEF=SHPF%5FFORM%5FID%20SHPF%5FACCOUNT%5FID%20DBA%20TAMPER%5FPROOF%5FSEAL%20AMEX%5FIMAGE%20DISCOVER%5FIMAGE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20SHPF%5FTPS%5FDEF%20CUSTOM%5FHTML%20SHPF%5FTPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&SHPF_TPS_HASH_TYPE=HMAC%5FSHA512&SHPF_TPS=d5080ea6f79b50c4e49eb8b732c06ed9a9ceccf482e9d2858b38e10409c48cae2113c955723aabea8ea9306624acc3ec85af973afa52af67b280c4efc6f41d93&MODE=LIVE&TRANSACTION_TYPE=SALE&DBA=PAX%20Financial%20Group&AMOUNT=&TAMPER_PROOF_SEAL=acec80a3aacdad7f9ea894fb26f1e93884dc837d9bd8259ef407546e220a9b603da4b9b9f252d12b88e0bd66f8e8be12c05eb44f843b901406e4a51e3da13026&CUSTOM_ID=&CUSTOM_ID2=&REBILLING=0&REB_CYCLES=&REB_AMOUNT=&REB_EXPR=&REB_FIRST_DATE=&AMEX_IMAGE=amex%2Egif&DISCOVER_IMAGE=discvr%2Egif&REDIRECT_URL=https%3A%2F%2Fsecure%2Ebluepay%2Ecom%2Finterfaces%2Fshpf%3FSHPF%5FFORM%5FID%3Dmobileresult01%26SHPF%5FACCOUNT%5FID%3D100724655456%26SHPF%5FTPS%5FDEF%3DSHPF%255FACCOUNT%255FID%2520SHPF%255FFORM%255FID%2520RETURN%255FURL%2520DBA%2520AMEX%255FIMAGE%2520DISCOVER%255FIMAGE%2520SHPF%255FTPS%255FDEF%2520SHPF%255FTPS%255FHASH%255FTYPE%26SHPF%5FTPS%5FHASH%5FTYPE%3DHMAC%255FSHA512%26SHPF%5FTPS%3Dd488c2e90342636299786ebcd52a22e4b8c1d94e333a03fd781cde6ce343e2005d461985931f1c208376fe866b45b6e651d1f1e747766d3ade198a4513fababb%26RETURN%5FURL%3D%26DBA%3DPAX%2520Financial%2520Group%26AMEX%5FIMAGE%3Damex%252Egif%26DISCOVER%5FIMAGE%3Ddiscvr%252Egif&TPS_DEF=MERCHANT%20APPROVED%5FURL%20DECLINED%5FURL%20MISSING%5FURL%20MODE%20TRANSACTION%5FTYPE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&TPS_HASH_TYPE=HMAC%5FSHA512&CUSTOM_HTML=&CARD_TYPES=vi%2Dmc%2Ddi%2Dam) - [Contact Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) - [Client Relationship Summary](https://paxfinancialgroup.com/wp-content/uploads/2023/04/PAX-Form-CRS_03.30.2023.pdf) Menu [![paxfinancialgroup](https://blog.paxfinancialgroup.com/hubfs/raw_assets/public/PAX_Financial_Group_April2023/images/Logo.svg "paxfinancialgroup")](http://198.199.117.154/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/) - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recognition/) - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [Financial Planning](https://paxfinancialgroup.com/financial-planning/) - [Investment Management](https://paxfinancialgroup.com/investment-management/) - [Retirement Planning](https://paxfinancialgroup.com/retirement-planning/) - [Retirement Plans for Business Owners](https://paxfinancialgroup.com/retirement-plans-for-business-owners/) - [Insurance](https://paxfinancialgroup.com/insurance/) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/) - [Resources](https://paxfinancialgroup.com/resources/) - [Resources](https://paxfinancialgroup.com/resources/) - [Blog](https://blog.paxfinancialgroup.com/) - [Podcasts](https://paxfinancialgroup.com/podcasts/) - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/) - [eBooks](https://paxfinancialgroup.com/ebooks/) - [Books](https://paxfinancialgroup.com/resources/books/) - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/) - [Payments](https://secure.bluepay.com/interfaces/shpf?SHPF_FORM_ID=mobileform01D&SHPF_ACCOUNT_ID=100724655456&SHPF_TPS_DEF=SHPF%5FFORM%5FID%20SHPF%5FACCOUNT%5FID%20DBA%20TAMPER%5FPROOF%5FSEAL%20AMEX%5FIMAGE%20DISCOVER%5FIMAGE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20SHPF%5FTPS%5FDEF%20CUSTOM%5FHTML%20SHPF%5FTPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&SHPF_TPS_HASH_TYPE=HMAC%5FSHA512&SHPF_TPS=d5080ea6f79b50c4e49eb8b732c06ed9a9ceccf482e9d2858b38e10409c48cae2113c955723aabea8ea9306624acc3ec85af973afa52af67b280c4efc6f41d93&MODE=LIVE&TRANSACTION_TYPE=SALE&DBA=PAX%20Financial%20Group&AMOUNT=&TAMPER_PROOF_SEAL=acec80a3aacdad7f9ea894fb26f1e93884dc837d9bd8259ef407546e220a9b603da4b9b9f252d12b88e0bd66f8e8be12c05eb44f843b901406e4a51e3da13026&CUSTOM_ID=&CUSTOM_ID2=&REBILLING=0&REB_CYCLES=&REB_AMOUNT=&REB_EXPR=&REB_FIRST_DATE=&AMEX_IMAGE=amex%2Egif&DISCOVER_IMAGE=discvr%2Egif&REDIRECT_URL=https%3A%2F%2Fsecure%2Ebluepay%2Ecom%2Finterfaces%2Fshpf%3FSHPF%5FFORM%5FID%3Dmobileresult01%26SHPF%5FACCOUNT%5FID%3D100724655456%26SHPF%5FTPS%5FDEF%3DSHPF%255FACCOUNT%255FID%2520SHPF%255FFORM%255FID%2520RETURN%255FURL%2520DBA%2520AMEX%255FIMAGE%2520DISCOVER%255FIMAGE%2520SHPF%255FTPS%255FDEF%2520SHPF%255FTPS%255FHASH%255FTYPE%26SHPF%5FTPS%5FHASH%5FTYPE%3DHMAC%255FSHA512%26SHPF%5FTPS%3Dd488c2e90342636299786ebcd52a22e4b8c1d94e333a03fd781cde6ce343e2005d461985931f1c208376fe866b45b6e651d1f1e747766d3ade198a4513fababb%26RETURN%5FURL%3D%26DBA%3DPAX%2520Financial%2520Group%26AMEX%5FIMAGE%3Damex%252Egif%26DISCOVER%5FIMAGE%3Ddiscvr%252Egif&TPS_DEF=MERCHANT%20APPROVED%5FURL%20DECLINED%5FURL%20MISSING%5FURL%20MODE%20TRANSACTION%5FTYPE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&TPS_HASH_TYPE=HMAC%5FSHA512&CUSTOM_HTML=&CARD_TYPES=vi%2Dmc%2Ddi%2Dam) - [Contact Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) - [Client Relationship Summary](https://paxfinancialgroup.com/wp-content/uploads/2023/04/PAX-Form-CRS_03.30.2023.pdf) # Our PAX Financial Blog Posts about # holistic financial planning (5) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning) ## [Switching Money Lanes with a Financial Advisor, San Antonio](https://blog.paxfinancialgroup.com/switching-money-lanes-with-a-financial-advisor-san-antonio) When someone is frustrated with the stock market, usually, it’s not the stock market that’s the... 3 minute read [Read More](https://blog.paxfinancialgroup.com/switching-money-lanes-with-a-financial-advisor-san-antonio) [retirement](https://blog.paxfinancialgroup.com/tag/retirement), [PIVOT](https://blog.paxfinancialgroup.com/tag/pivot), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning) ## [Holistic Financial Planning: 10 Things to Consider Before Retiring](https://blog.paxfinancialgroup.com/holistic-financial-planning-10-things-to-consider-before-retiring) What is holistic financial planning? It’s an approach to financial planning that takes an... 3 minute read [Read More](https://blog.paxfinancialgroup.com/holistic-financial-planning-10-things-to-consider-before-retiring) [Prev](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/4) [1](https://blog.paxfinancialgroup.com) [2](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/2) [3](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/3) [4](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/4) [5](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/5) Next ## Ready to have a real conversation about securing your future? ### Schedule a free no-strings-attached phone conversation. [Talk with Us Today!](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) Learn More - [Blog](https://paxfinancialgroup.com/blog/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Podcasts](https://paxfinancialgroup.com/podcasts/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Resources](https://paxfinancialgroup.com/resources/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) #### About PAX Financial Group With over 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping you live the life of your dreams. We’re more than just financial advisors, we’re life advisors! Locally owned and independent, our advisors are deeply committed to helping you achieve your vision of financial success. We offer holistic financial assessments, investment management and insurance all in one place, with simple, all-inclusive pricing. [Talk To Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) Contact Info ##### San Antonio Office: | Address: | 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 | | --- | --- | | Phone: | [(210) 881-5700](tel:(210)8815700) | | Fax: | [(210) 881-5698](tel:(210)8815698) | [![pax-facebook](https://blog.paxfinancialgroup.com/hubfs/PAX_Financial_Group_April2023/image/pax-facebook.svg)](https://www.facebook.com/paxfinancialgroup) [![pax-linkedin](https://blog.paxfinancialgroup.com/hubfs/PAX_Financial_Group_April2023/image/pax-linkedin.svg)](https://www.linkedin.com/company/pax-fg-llc) Investment Advisory Services are offered through PAX Financial Group This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact PAX Financial Group at 210-881-5700. Copyright 2023. PAX Financial Group, LLC. All rights reserved. - [Privacy Policy](https://paxfinancialgroup.com/privacy-policy/) - [Terms of Service](https://paxfinancialgroup.com/website-disclosures/)