We’re coining a new phase for financial planning.
Our founders are a pair of CFP® financial planners who saw a problem in the market — that is, an opportunity. They noticed that bringing value to clients and speed for advisors remained a gap in need of a bridge. They knew how to build it.
This flicker of an idea between Roger and Kevin in 2019 now alights a 70+ strong company redefining taxes, estate, and insurance for advisors and clients. In the past few years, we’ve helped thousands of advisors. They’d advise you to join us.
At Holistiplan, our mission is to democratize tax, insurance, and estate planning, making these essential services accessible to everyone—not just the privileged few.
We believe a solid financial plan has the potential to transform the lives of individuals and families at every stage of life. That’s why we equip advisors at every level with the most comprehensive planning tools, helping their clients reduce tax burdens, safeguard their assets, and stay aligned with their financial goals.
It’s the people beyond our platform who make Holistiplan whole. We refuse to speak spreadsheet to you, instead fusing fiduciary responsibility with the currency that matters most – speaking openly about what you need, what you can change, and what’s still possible with your clients’ finances.
See how Holistiplan leads the way for advisors to work faster and smarter.
Our team’s scaling up. Check out our open positions now.
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.
