Truth: You don’t have to sacrifice performance to invest with integrity.
Many of our clients do choose to accept slightly lower returns on a portion of their portfolio to support work they believe in — but the idea that ethical investing always underperforms is outdated. In fact, many regenerative sectors like clean energy, sustainable agriculture, and ethical tech have outpaced conventional benchmarks.
And here’s the deeper question:
What kind of return are you really after? Profit alone? Or profit that feels good in your soul?
We also believe some of the most mission-driven companies are still undervalued — because most of the market isn’t looking at what we’re looking at. We expand the definition of value — from financial to ecological, social, and spiritual.
Truth: ESG is a starting point. We go far beyond.
ESG is often a checkbox applied to traditional portfolios — with little transparency and often lots of greenwashing. We don’t rely on marketing labels. At Holistic Finance, we build portfolios from the ground up based on your actual values, not what Wall Street has labeled “sustainable.”
ESG may be a beginning. It’s not the destination.
Truth: It’s for anyone who feels the world could be more aligned with their heart.
You don’t have to be marching in the streets or living off-grid. If you care about your family’s future, your community’s health, or your own peace of mind — this is for you.
We don’t tell you what to value.
We help you uncover what you value — and then we align your money with that truth.
Truth: Complexity is our job. Clarity is what we deliver.
You don’t need to read spreadsheets or decode industry lingo. You just need to know that your portfolio reflects what you stand for. We simplify the process, guide you step by step, and offer education without shame.
We handle the heavy lifting — so you can stay focused on what truly matters.
Truth: Capital is one of the most powerful tools for change.
Where money flows, systems grow. Your investments can support clean energy, ethical healthcare, regenerative farming, and more. In fact, for most people — especially earlier in life — your investments may have more impact than your career or your consumption habits combined.
Your portfolio is not passive. It’s a vote. It’s a voice. It’s power.
Truth: Every small step matters.
You don’t need to overhaul everything at once. Many clients begin by aligning a single account, or allocating a small portion of their portfolio. From there, they often expand — naturally — as their awareness and curiosity grow.
We meet you where you are, and guide you at your pace.Sacred doesn’t mean rigid. It means intentional.
Truth: If they haven’t asked about your values, they’re not really doing this work.
Most traditional advisors optimize for returns. Few are trained — or motivated — to explore the deeper questions. If your advisor hasn’t asked what you stand for beyond your risk tolerance, that’s a red flag.
Ask them: What’s in your portfolio? If they’re not in alignment themselves, how can they offer values-based guidance to you?
Truth: It’s a return to responsibility.
For most of human history, people knew what their money supported. What’s new is investing in hundreds of companies you've never heard of — often through funds you didn’t choose — and hoping it all works out.
This isn't a fad. It’s a growing reawakening. People are becoming more conscious of how they spend, invest, and participate — and new technologies like AI are making that transparency more possible than ever.
Once you see the truth of what your capital is funding… it’s hard to unsee it. And once you feel the possibility of alignment — most never go back.
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