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.
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 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.
We build long-term, trust-based relationships with our clients. We’re not here to sell you products — we’re here to walk with you as a partner on your journey.
“To give up in order to make something sacred — that is the original meaning of sacrifice. We invite you to sacrifice the illusion of convenience for the reality of coherence.”
— Zack Geist, Founder
