We align your values with your finances.
We believe a healthy portfolio consists of great returns for you and society. So the companies your money supports are a reflection of your values and who you are.
Financial return is just the beginning of a well thought out financial plan.
We believe your money is an extension of the work you do in this world. And is just as important as what you do with your time.
We've worked with thousands of holistic health professionals. We understand the greatest points of leverage that can create the best immediate and long term financial outcomes.
Your corporate structuring, taxes and student loan management can radically transform your financial outcomes. As well, the allocation of profits between your own business and outside investments is often difficult to get right but critical for solid growth and risk management.
Retirement accounts, taxes, student loans as well as having a side business that carries tax benefits, are all very powerful to maximize your financial outcomes.
Start your financial journey by talking with an advisor. We can set up an appointment over a phone. It’s free of charge.
We’ll ask you some questions to discover your situation, values and needs. Together we'll explore the greatest points of leverage to help you have more confidence in your immediate and financial future.
Together we will look over a personalized holistic strategy. This plan will be designed specifically for you, in alignment with your investment needs and your personal values.
We'll begin to orchestrate the plan that we developed together. You may meet with other members of our team to begin to implement the pieces of your plan. We'll be here to support you in all areas related to your finances for as long as you need us.
—Zack Geist, Founder of Holistic Finance