Your loan strategy is in place. But the savings it creates, and the tax obligation it eventually triggers, deserve a full financial plan.
That'sexactly what Holistic Finance was built to provide.
Where and how we build our wealth is one of the most consequential decisions we make. At Holistic Finance, we believe investing is not just about returns. It's about choosing which companies and industries grow with your money.
Your plan is led by a Certified Financial Planner (CFP®) professional who holds the CFA® charter, offering knowledge and expertise to support your needs over time.
As the sister company of Student Loan Tutor, Holistic Finance was built specifically with clients like you in mind. We know your loan situation deeply, and we know the savings your repayment plan creates deserve to be workingfor you from day one.
MEET WITH AN EVALUATION SPECIALIST
A no-pressure conversation to understand where you stand financially. Together we assess whether you're ready for full advisory services or would benefit from additional resources first. Either way, you leave with a clear next step.
COMPLIMENTARY
GET MATCHED OR GET READY
If you're ready for an advisor, you move directly into a full planning consultation. If there are a few things to address first, we point you to the right resources and reconnect when the time is right. No pressure and no dead ends.
PERSONALIZED PATH
FULL CONSULTATION WITH A LICENSED ADVISOR
Included with your Student Loan Tutor services. A CFP-led advisor team reviews your complete financial picture, addresses your forgiveness tax planning, and shows how to build your long-term financial plan.
INCLUDED WITH SLT
Holistic Finance covers every dimension of your finances in a single, coordinated strategy.
A student loan plan is only as strong as the financial foundation it sits on.
We calculate your projected forgiveness tax liability and build a year-by-year savings strategy so you're fully prepared when the time comes.
Your monthly savings are put to work immediately through a professionally managed portfolio tailored to your goals, risk tolerance, and timeline.
A clear roadmap to financial independence, planned to sustain your lifestyle into your 90s, integrating your loan timeline with long-term retirement goals.
Strategic coordination across income, repayment, and tax planning to reduce your lifetime tax burden well beyond the forgiveness event.
Year-by-year cash flow modeling guides how you save, spend, and invest, keeping the right balance between liquidity and long-term growth.
Buying a home, changing careers, starting a business: every significant financial decision is made with full context and coordinated professional guidance.
Life insurance, disability coverage, and longterm care planning protect the financial plan you've built against the unexpected.
Structuring your estate to transfer assets efficiently and according to your wishes, coordinated with your overall financial strategy.
Where and how we build our wealth is one of the most consequential decisions we make.
At Holistic Finance, we believe investing is not just about returns. It's about choosing which companies and industries grow with your money.
We screen investments to reflect what matters to you, whether that means environmental responsibility, social equity, governance standards, or all three.
Values-based investing is not about sacrificing performance. It's about making more conscious decisions so that the companies you grow are ones you believe in.
Capital flows to where it's directed. Thoughtful investors have always shaped the economy. Your financial plan can be part of building something better.
Expert advice is supported by a carefully chosen set of planning and investment tools that has a goal of providing precision, transparency, and clarity across every aspect of your financial picture.
eMoney
Centralized financial dashboard with net worth tracking and scenario modeling.
Altruist
Secure account management and automated portfolio execution.
YourStake
Values-based investment screening aligned to your principles.
Holistiplan
Advanced tax analysis and tax reduction strategy tools.
Morningstar
Institutional-quality investment research and portfolio insights.
Holistico
Internal systems supporting planning and portfolio management.
Start with a conversation. There is no obligation, and no jargon, just clarity about where you stand and where you want to go.
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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