We see your story.
Your sacrifices.
Your vision for the future.
And the values that quietly guide your choices.
That’s why our process goes far beyond investments. We address the entire ecosystem of your financial life — how your money lives, how it moves, what it supports, and who it impacts, now and for generations to come.
It’s values integration. It’s coherence across the seen and unseen. It’s using your money as a contemplative act — a way of participating in healing, regeneration, and vision.
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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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