Effective: April 25, 2025
Last Updated: July 9, 2025At Holistic Finance, your privacy is important to us. This notice explains how we handle your personal information, why we collect it, and how you can limit what we share.
Why we collect your information
Financial companies like ours need to gather personal information to provide services, manage accounts, and meet legal requirements. Federal law allows you to limit some—though not all—sharing of this information.At Holistic Finance, your privacy is important to us. This notice explains how we handle your personal information, why we collect it, and how you can limit what we share.
What personal information we collect
Depending on the service you use, we may collect details such as:
- Your Social Security number
- Your income
- Your account balances
- Your payment history
- Your communication preferences (e.g., SMS consent)
How we use and share your information
We use your personal information to:
- Process your transactions and manage your account
- Comply with federal and state laws and regulations
- Deliver relevant services and support
- Improve our products, services, and communications
We do not sell or share your personal information or SMS consent with non-affiliated third parties for marketing purposes.
We do not sell, share, or transfer SMS consent to third parties or affiliates. SMS consent is used strictly for communication from Holistic Finance.
How to limit what we share
You can contact us at any time to limit:
- Sharing with affiliates for marketing
- Sharing your account info with affiliates for business purposes
- Sharing with non-affiliates for marketing
Note: If you are a new customer, we may begin sharing your information as soon as you receive this notice. Even if you stop being our client, we may still share your data as outlined above—unless you tell us not to.
To limit sharing: Call us at (808) 746-7774
How we protect your information
We follow federal laws and use industry-standard safeguards to keep your data safe. This includes secure computers, files, and facilities.
How we collect your information
We collect personal information when you:
- Open an account
- Deposit money
- Interact with us in any way related to our financial services
Other things to know
Joint accounts: Your privacy choices apply to all account holders unless you tell us otherwise.
State laws: In some cases, your state may offer you more privacy protections than federal law.
SMS Communication: By providing your phone number and opting into SMS communication, you consent to receive text messages from Holistic Finance. You can opt out at any time. We never share this consent with third parties.
Definitions
Affiliates: Companies related to Holistic Finance by common ownership or control.
Non-affiliates: Companies not related to us.
Joint marketing: When two or more unrelated financial companies work together to offer you products or services. We do not do this.
SMS Terms and Conditions
1- SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If you have consented to receive text messages from Holistic Finance LLC, you may receive messages related to the following:
- Appointment reminders
- Follow-up messages
- Account Notifications
- Customer Care
- Marketing
Example: "[Holistic Finance LLC] [Holistic Finance] Hello (client)! Just confirming your planning meeting with our advisor tomorrow at 6pm EST! Please let me know asap if you are unable to make the appointment or if you have any other questions I can assist with. You can learn more about us at www.holisticfinance.com Reply STOP to opt out."
3- Message Frequency:
"Message frequency may vary. You may receive up to 4 SMS messages per week regarding your appointments or account status."
4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method:
You may opt-in to receive SMS messages from Holistic Finance LLC in the following ways:
- Verbally, during a conversation
- By submitting an online form
- By filling out a paper form
6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at: https://www.holisticfinance.com/contact-us
Additional Options:
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
8- Standard Messaging Disclosures:
Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
Message frequency may vary
Contact Us
If you have any questions about this Privacy Policy or your privacy rights, you can contact us at:
Holistic Finance LLC.
Office Address: 32-1091 Hawai’i Belt Road Ninole, HI 96773
Mailing Address: 475 Kinoole St., Ste. 102 P
Phone: (808) 746-7774
Email: support@holisticfinance.com
Website: https://holisticfinance.com/contact-us
Holistic Finance LLC (dba Holistic Finance) is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Advisory services offered only in jurisdictions where registered or exempt. Information on this site is for educational purposes only and is not investment advice. Past performance is not indicative of future results. View our Legal Disclaimer and Privacy Policy.
Disclaimer: Advisory and insurance services are offered through Holistic Finance LLC (dba Holistic Finance) an SEC Investment Advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Holistic Finance and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Holistic Finance, an Investment Advisor in the State of South Dakota. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States where Holistic Finance is legally permitted.
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