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Holistic Financial Planning
Putting it all together

Our Holistic Financial Planning service combines all three services into one, providing clients with a comprehensive approach to all their financial goals and desires.




First, we assess your current financial health with Financial Pulse


Second, we develop your personalized Financial Roadmap through a carefully crafted process to understand both your views toward money and the financial goals you are striving to achieve. 

Third, you'll have unlimited and direct access to your CFP® professional, your guide, to strategize and recommend timely adjustments so that you can stay on track and achieve your long-term financial desires. 

Please Note: We limit the number of Holistic Financial Planning clients we take on to ensure we engage deeply with our clients and their families.

Our Process

We adopt and follow a 7-step Financial Planning Process, which is aligned with CFP Board's 7-Step Financial Planning Process:

Introductory Meeting
(30 min)

Information Gathering Meeting (90-120 min)

(1-2 weeks)

Recommendations & Next Steps Meeting
(90-120 min)


Review & Updates



We've designed Holistic Financial Planning to be accessible, affordable, and simple to understand.


"Get organized and set a course for your financial future"

Annual Meetings

Investment Review

Retirement Planning

Beneficiary Review

Behavioral Finance

Goals Tracking

Net Worth Statement

Charitable Giving

Financial Monitoring

Online Experience

Anytime Access to CFP® Professional

Initial Plan:
(6-8 hrs*)

Ongoing Planning:



"A comprehensive approach to fully evaluate and prioritize your finances"

Semi-Annual Meetings

Essentials PLUS:

Cash Flow Planning

"What If" Scenarios

Multiple Goal Analysis

Education Planning

Risk & Insurance Analysis

Roth Conversion Review

Equity Compensation Analysis

Social Security & Medicare Analysis

Initial Plan:
(9-12 hrs*)

Ongoing Planning:



"Take control of your financials and build your legacy"

Quarterly Meetings

Advanced PLUS:

Estate Planning

Wealth Transfer Scenarios

Family Financial Education

Business Planning

Income Tax Planning

Initial Plan:
(13-18 hrs*)

Ongoing Planning:


* If your plan requires more time than expected, you will be billed accordingly at $350/hr.

View our complete Fee Schedule



Ready?  Let's do this Together

Schedule a 30-min introductory meeting

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