What is The Integrated Bucket Plan®?
The Integrated Bucket PlanTM is a proven, time-segmented investment strategy that helps you allocate your assets across three distinct 'buckets' based on when you’ll need the money:
The Three Buckets:
Liquidity Bucket
Liquidity Bucket
Liquidity Bucket
Covers immediate and emergency cash flow needs (0-2 years).
Buffer Bucket
Liquidity Bucket
Liquidity Bucket
: Designed for near-term goals and reliable income (2-10 years).
Growth Bucket
Liquidity Bucket
Growth Bucket
Focuses on long-term growth, legacy, and wealth accumulation (10+ years).
How They Work Together
By integrating The Holistiq Planner™ and The Integrated Bucket PlanTM, you gain:
- A faith-aligned wealth strategy.
- Clarity on where every dollar belongs.
- Protection from market downturns.
- Purpose-driven investment decisions.
Plan Smarter. Live Better.
Ready to Build Your Holistiq Plan?
We invite you to experience financial planning that simplifies the complex, prioritizes what matters most, and gives you complete confidence.