Holistiplan is built to make you radically more efficient. Simply upload a tax return and get a client-ready analysis in minutes.
2:30 minute trailer below. See the demo page for a more detailed look. Or sign up for a free trial.
We appreciate XY Planning Network's ongoing support and investment in new technology for financial planners, and we are grateful to have been recognized this year.
Holistiplan is a new company, with new features being added all the time. Sign up for updates to stay current.
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’ 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 or 2019 tax data to run various tax scenarios for the next year 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.
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 was an active volunteer in the National Association of Personal Financial Advisors (NAPFA) and served on their board.
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).
Chief Technology Officer
Scott brings decades of experience creating powerful technology for industries with high stakes and sensitive data. He is a big believer in the sweet spot between a technology’s capabilities and the user experience.
Just prior to Holistiplan, Scott was founder, architect, and original developer of a pioneering legal technology cloud platform that is used by the largest law firms and corporations in America.
Client Success Specialist
A recent graduate from Texas A&M, Madeline has a degree in Industrial/Organizational Psychology and experience in customer service and support. She has been interested in financial planning for years, so she is excited for the opportunity to help financial advisors help their clients.
Madeline hails originally from Minnesota but now lives in Texas. She is an active performer and volunteer in her local theatre scene.
Director of Partnerships
Chris brings more than a decade of experience connecting good people to good products. He finds few things as satisfying as creating true win/wins for all parties. His primary role will be to ensure more advisors know how Holistiplan can help their business and their clients.
In addition to his work for Holistiplan, Chris leads a global charity doing humanitarian work, speaks across the country, and teaches a business class at Texas A&M.