Holistiplan is built to make you radically more efficient. It's as easy as 1, 2, 3:
Skip the tedious data entry. Focus on what matters.
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Holistiplan is a new company, with new features being added all the time. To stay current on everything we're up to, feel free to sign up for our updates.
Limited Time Offer - Holistiplan is available to preview subscribers for $50.00 per month.
For support questions, press requests, or just to say hi, feel free to send us an email: info@holistiplan.com
Holistiplan was created and designed by two CFP® professionals. Being firm owners ourselves, we constantly were looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we also spoke to many other firm owners that had similar concerns.
We designed this software to accomplish what has historically been two competing goals in our profession: Make the financial planning process faster for us, while making it better for every client. Our solution is to use the latest technological advances to read uploaded financial planning documents and generate client-ready reports (with your firm’s logo) that provide planning opportunities.
Our initial product focuses on tax planning. A subscriber can upload their clients’ 2018 tax return to generate a client-ready report. But, we didn’t stop the planning there. After (or Before!) reviewing the report, the adviser can use the 2018 tax data to run various tax scenarios for 2019 and beyond. Our hope with this initial product is to replace the tedious and somewhat cumbersome tax planning software that exists for our profession today.
Want to learn more? Check out our demo video below.
We would love to have you try the software right away, but if you would like a taste of what it can do first, please take a look at this demo video.
Co-Founder
At Holistiplan, Roger combines his experience as a financial planner with his love for technology and software development. He believes in giving more people access to comprehensive financial planning, so he is committed to creating tools that make planning more efficient.
Roger worked for 10 years as a financial advisor at Briaud Financial Advisors. He is a co-host of the Zebra Smash podcast, a show aimed at other financial planning professionals.
Co-Founder
Kevin brings a lifelong interest in the technology startup space to Holistiplan. He has been an active member of the angel investing community in the Washington, D.C. area for a number of years, and has seen how technology tools can drive meaningful outcomes for people in all walks of life.
Kevin is the owner and founder of Oakton Financial in Northern Virginia. He is an active volunteer and regional board member for the National Association of Personal Financial Advisors (NAPFA).