In a world often driven by profit and material pursuits, we invite you to embark on a journey that transcends traditional notions of finance and business.
At the heart of our philosophy is the belief that money and business can be harnessed in a sacred and spiritually meaningful way.
At Holistic Finance, our work begins with a belief: money is sacred. It is an energetic tool, a vessel of intention, and a mechanism for creating or destroying worlds.
We reject the mainstream financial model that values profit at any cost. Instead, we honor the ancient and emerging wisdom that teaches us to steward wealth as caretakers of the cosmos.
Your financial choices are part of your calling — not just a career path. We work with clients to bring their money in alignment with their soul’s purpose.
We believe wealth should nourish the planet, not drain it. We champion regenerative business, circular economies, and enterprises rooted in justice and care.
Forget confusing jargon and abstract projections. We prioritize clarity and financial coherence — a deep inner sense that your money is doing what you believe in.
At Holistic Finance, we believe that building wealth should never come at the expense of your values. That’s why we offer tailored financial guidance and strategies that reflect your ethics, empower your goals, and support the world you want to help shape.
We don’t sell financial products — we help you design a values-aligned financial ecosystem that works for your life.
We help you evaluate your existing investments, uncover what they’re really funding, and transition to companies, funds, and initiatives that support your values — whether that’s climate resilience, social justice, regenerative agriculture, or something deeply personal.
Most retirement accounts are tied to extractive industries — even when marketed as “ESG.” We help you unlock the power of self-directed accounts, giving you full control to invest in:
Local businesses, Regenerative real estate, Social enterprises, Community lending, Ethical private equity
You’ll gain flexibility without sacrificing tax advantages.
Life insurance can be more than protection — it can be a values-aligned financial tool for legacy building, cash flow, and future planning. We specialize in mutual, non-stock, dividend-paying policies that allow you to:
Grow your wealth outside the stock market
Access funds without liquidation
Create intergenerational financial stability
Practice “infinite banking” to self-finance your own future needs
Got high-interest debt? You’re not alone.
We’ll help you explore ways to:
Restructure debt into sustainable payment plans Use ethical financing tools (like 0% balance transfers)
Build a repayment system that reflects your values
Even support your loved ones by turning debt into a community investment
You don't need a religious institution to give with purpose.
We help you channel your giving into the causes, people, and projects that align with your soul's mission — whether it's 10% or more. Your tithe can be local, global, or even experimental — and it can evolve as you do.
We listen and care about you and helping to make your money reflect and realize your needs, goals and values.
“Zack Geist is a true wizard at working the system to the advantage of those who might otherwise be its victims.”
“Zack Geist a man who has truly seen it all - from the Bay Area projects to the lush, sustainable landscapes of his Hawaiian sanctuary.”
Our philosophy extends to the realm of investing, where we advocate for conscious decision-making. Investment returns need not be divorced from principles of right livelihood.
We delve into the art of right investing—a process that aligns with your values and supports businesses that share your commitment to positive impact.
