I have found though very few financial advisers that take a holistic approach.

That is myopic in my opinion because there are tremendous deals in Texas markets like Dallas, Houston, San Antonio, etc.You need to look at the forest (income and expenses), not just the tree (property taxes) to get a complete and holistic picture of the property's financial performance.

It does take a holistic view though - you can't, for instance, say that a new HVAC was $1,200 for the motor, $300 for the belt, and $2,000 for other parts.

Expanding knowledge about people and psychology and marketing and technology just to make a few will enhance your ability to see holistic solutions to problems.

If that's all I primarily had to do (along with building the infrastructure of a business - much like reorganizing a family and community for maximum productivity and holistic health - another part of 'my calling'.) then I can probably double or even triple my output.

Bottomline, you should holistically look at your investment portfolio and choices available to you including where my assets are in taxable and qualified plans to help make your decisions, not just the return profile.

Also, while a credit score is fine to base decisons off of (most do), I like to encourage landlords to use the applicant's entire credit report to gain a more holistic view of their spending patterns.You might even utilize a powerful tool like Income Inights, which analyzes a tenants income based of their credit report and ResidentScore, which is specifically designed for the rental industry.Hope this helps!

You are looking for an advisor who can offer you holistic services.

"Badges of Fraud" is a holistic analysis which takes into account at least a dozen factors, if not more.

I was happy with Buildium for that but, I plan to transition to this in 2014 because of the holistic ability to manage my business.