New! Frequently Asked Questions: FAQ

Financial Planning Just Got Faster

Holistiplan is built to make you radically more efficient. It's as easy as 1, 2, 3:

  • Step 1 - Upload a client document (e.g. 2018 tax return)
  • Step 2 - Automatically receive a report with key metrics and planning opportunities
  • Step 3 - Dig deeper with scenario analysis tools

Skip the tedious data entry. Focus on what matters.

Start a 7 Day Free Trial

Be The First to Know

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.

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Recognized by XY Planning Network as a FinTech Innovator

We are proud to have been named a finalist in XY Planning Network's annual FinTech competition. We'll be presenting, alongside the other finalists, on September 10, 2019 at the #XYPNLive 2019 conference in Saint Louis. We'll have a booth in the exhibit hall too, so feel free to stop by if you would like to learn more.

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.

Pricing

Pricing is based on the number of documents you expect to upload.

All subscription plans include a free 7 day trial.

Basic - $75 per month

Perfect for solo or smaller ensemble firms.

Upload up to 10 returns per month.

Basic Annual - $849 per year

Designed for growing firms with 1-2 advisors.

Upload up to 150 returns per year.

Annual - $1,499 per year

Designed for ensemble firms with multiple advisors.

Upload up to 300 returns per year.

Enterprise - Contact for pricing

Firms with hundreds or thousands of clients.

If this describes your firm. Please contact us for pricing.

About Us

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 above or reach out at info@holistiplan.com.

Our Team

Roger Pine, CFA, CFP®

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.

Kevin Lozer, CFP®

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).