Zack Geist, Founder of Holistic Finance
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 holistic finance philosophy is the belief that money and business can be harnessed in a sacred and spiritually meaningful way.
We delve into the concept of vocation, exploring how each financial decision and business endeavor can align with your deepest values and intentions.
Our guiding principle is simple yet transformative: business isn't just about making money; it's about embodying a vocation - a calling that resonates with your soul's purpose. Unlike a mere job, a vocation transcends transactional interactions.
It's a path of service, where your endeavors contribute to the well-being of both people and the planet. There is a place where selfishness meets altruism and once we connect our gifts and passions with the needs of the rest of the world, prosperity and passions can coexist.
Traditional business models are fiduciarily required by law to prioritize profit above all other metrics, leading to a mindset of extraction rather than contribution.
We challenge this paradigm by championing service-based and product-based models that foster genuine connections—between people, the environment, and local communities.
Our focus is on nurturing enterprises that enrich lives without compromising the well-being of others or our planet.
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.
Our firm and larger network of partners are here to serve you with financial planning, student loan repayment and tax planning and corporate structuring services.
Discover a world of Holistic Finance enthusiasts by becoming a part of our vibrant community. Sign up now to receive occasional emails that update you on our engaging events, workshops, webinars, and online group meetings.
Connect with like-minded individuals who share your passion. Our community offers valuable resources, insightful discussions, and fantastic networking opportunities.
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Participate in discussions, share experiences, and learn from experts. Our events cater to all levels of expertise, making it easy to expand your knowledge.
As you explore our holistic finance page, be prepared to question conventional norms and embrace a new narrative—one that honors the spirituality of money, business, and finance.
We provide insights, tools, and stories to guide you towards a path of conscious engagement. Whether you're a seasoned investor, an aspiring entrepreneur, or simply seeking a deeper connection with your financial journey, our resources are here to support your transformation.
When we use the term spiritual, we could also secularly be speaking about the invisible but very real relationships that are interbeing with one another. This great mystery can be seen on the microscopic level of cells, bacteria, viruses in the microcosm and the sun, moon and atmosphere on the cosmic macrocosm.
I think that most intelligent people from either a spiritual or secular bend are aware that there are relationships between money and the natural world.
Join us as we transcend the ordinary and reimagine the sacred potential of finance and business. Through the lens of vocation, conscious engagement, and ethical investing, we invite you to redefine prosperity—one that uplifts not only your life but the lives of those around you.
Welcome to the holistic finance revolution—a journey that's not just about wealth accumulation, but about enriching the fabric of existence itself. Holistic Finance is a lens through which each and every one of us can begin to observe how our money is an extension of our actions in the world.
With technologies of greater transparency, with the intention of increasing our awareness around the effect our money has in shaping the world and its inhabitants, we will be, maybe for the first time since the dawn of man, able to consciously impact the world at large as if through magic, directing our financial capital towards the more beautiful world our hearts know is possible.
It's essential to recognize that true fulfillment emerges when financial pursuits are rooted in the profound purpose of your soul. Our philosophy diverges from the notion that "doing as little as possible for maximum gain" equates to success.
Rather, we propose that the most meaningful successes arise when your endeavors are guided by an authentic calling—a vocation that resonates with your soul and reverberates with service to humanity.
We’ve been told by the the wise Joseph Cambell and many others, to “follow our bliss,” yet this says nothing about what happens once that path leads to financial prosperity and how our money can join us on that path towards the a world that is adorned with the things that will evoke that bliss.
In the quest to maximize profits effortlessly, it's easy to inadvertently compromise your values and integrity. The idea of "selling your soul" encapsulates this notion, implying a disregard for your inner compass and the greater good. Instead, we advocate for soulful engagement in all financial and business pursuits.
By aligning your actions with the well-being of humanity and the planet, you create a resonance that amplifies the significance of your endeavors. We realize that we will likely always fall short, however it is the intention as many cultures have insisted, that we stay on the good red road, and that when we are off track, we recalculate.
Currently, financial advisors will claim that an individual investor could be successful with their investments as those investments are in organizations causing great suffering to the people and all living beings on a living planet. We do not believe that to be successful.
We listen and care about you and helping to make your money reflect and realize your needs, goals and values.
Charles Eisenstein
Christopher H. Loo, MD-PhD
