Remarkably personal financial advice for a fuller life.
What We Believe
Holistic Planning is a firm of fiduciary financial advisors who believe a business should grow based on how much it improves your life through doing good work. Not by leveraging your portfolio for their own gain.
What We Do
We help you make sense of it all.
We’re planning-first fiduciary advisors. It’s our job to anticipate your needs and provide thoughtful recommendations by understanding what you want from life.
The Holistic approach gives you the most complete care by accounting for all your financial needs: investments, taxes, and estate planning.
Testimonials
Client praise.
Testimonials
No compensation was given in exchange for these testimonials. All testimonials are actual experiences from clients of Holistic Planning. Every experience is unique, and no experience is identical. We are not aware of any material conflicts of interest.
Who We Work With
Financial guidance for the full circle.
Our clients have saved well and care about creating a legacy with the wealth they’ve earned. They prefer to be hands-off and appreciate the guidance of a qualified partner to help with their financial needs.
How We Work
Here's what to expect.
1. See if it's a fit.
We’re not a fit for everyone. Reach out and schedule a casual conversation so we can get to know you and your needs.
2. Start our process.
The Holistic process has been refined from decades of helping clients. Experience the gold standard of financial planning.
3. Shape your life.
We’ll be with you every step of the way as we implement your plan and help you make the most out of your money.
See how our strategic process can help you create more of life’s best moments.
Start HereLearn
Education first.
We’re teachers at heart. The best way to help you reach your goals is through education. Visit and subscribe to our YouTube to learn about retirement planning and investing.
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FAQ
Common questions we get.
Am I a good fit?
Holistic Planning is best suited for people looking for a personalized, long-term financial strategy that aligns with their values and goals. We work with those who want comprehensive financial planning—not just investment management—including retirement planning, tax strategies, estate planning, and risk management. Whether you’re a high-net-worth individual, a business owner, or preparing for retirement, we provide expert guidance to help you make informed financial decisions with confidence.
How are you compensated?
We operate on a transparent, fee-only model, ensuring that our recommendations are always aligned with your best interests. Our compensation is primarily based on assets under management (AUM), which means we grow when you grow.
Are you a fiduciary?
Yes, Holistic Planning is a fiduciary, which means we are legally and ethically bound to always act in your best interest. Our commitment is to provide objective advice that prioritizes your financial well-being. We don’t push proprietary products, have sales quotas, or receive commissions—our success is measured by your success.
How do you approach retirement investing?
At Holistic Planning, we take a highly personalized approach to retirement investing, focusing on long-term growth, risk management, and financial security. Every strategy is tailored to your unique goals, income needs, and risk tolerance. We emphasize diversified portfolios that balance growth and stability while ensuring tax efficiency to help you retain more of your wealth. As markets shift and your personal circumstances evolve, we continuously adjust your plan to keep you on track. Our goal is to provide clarity and confidence, so you can retire knowing your assets are working for you every step of the way.
Do you help with taxes?
Yes, taxes is our middle name. From preparing and filing your taxes to providing forward-looking tax advice designed to minimize future tax burdens, we can help you. We want to ensure that your financial plan aligns with your long-term tax strategy, so you keep more of what’s yours.