The Evolution of Planning

Explore how financial planning has evolved from basic budgeting and product sales to a comprehensive, client-centered approach that aligns strategy with personal goals and values.

Integrated Advisory Member, and WealthCo President, Sophie Blais, shares how today’s planning balances both the head and the heart—leveraging technology, collaboration, and customized advice to support clients at every stage of life. Discover how modern financial planning empowers individuals and families to build wealth with clarity, confidence, and purpose.