At Holistic Finance, we believe that building wealth should never come at the expense of your values. That’s why we offer tailored financial guidance and strategies that reflect your ethics, empower your goals, and support the world you want to help shape.
We don’t sell financial products — we help you design a values-aligned financial ecosystem that works for your life.
Your portfolio is a mirror. What does it reflect?
We help you evaluate your existing investments, uncover what they’re really funding, and transition to companies, funds, and initiatives that support your values — whether that’s climate resilience, social justice, regenerative agriculture, or something deeply personal.
Most retirement accounts are tied to extractive industries — even when marketed as “ESG.” We help you unlock the power of self-directed accounts, giving you full control to invest in:
- Local businesses
- Regenerative real estate
- Social enterprises
- Community lending
- Ethical private equity
You’ll gain flexibility without sacrificing tax advantages.
Life insurance can be more than protection — it can be a values-aligned financial tool for legacy building, cash flow, and future planning. We specialize in mutual, non-stock, dividend-paying policies that allow you to:
- Grow your wealth outside the stock market
- Access funds without liquidation
- Create intergenerational financial stability
- Practice “infinite banking” to self-finance your own future needs
Got high-interest debt? You’re not alone.
We’ll help you explore ways to:
- Restructure debt into sustainable payment plans
- Use ethical financing tools (like 0% balance transfers)
- Build a repayment system that reflects your values
- Even support your loved ones by turning debt into a community investment
You don't need a religious institution to give with purpose. We help you channel your giving into the causes, people, and projects that align with your soul's mission — whether it's 10% or more. Your tithe can be local, global, or even experimental — and it can evolve as you do.
