About

All your financial needs in one place so you can worry less and live more.

Financial planning should make your life easier, not more complex. That’s why we connect your investments, taxes, and estate planning into one clear strategy. A Holistic Plan simplifies your life with a thoughtful, complete-picture approach.

As a planning-first firm, we don’t start by pushing expensive products that you (likely) don’t need. We also don’t chase trends or try to predict the markets. A Holistic Plan uses long-term thinking to help you grow your wealth while keeping enough available for living today.