Meet the team with a holistic view of planning.

Holistiplan was created and designed by two CFP® professionals in 2019. As firm owners, Roger and Kevin were constantly looking for ways to efficiently and consistently provide financial planning services to clients. Drawing from those experiences, they designed Holistiplan to accomplish what have historically been two competing goals in our profession: make the financial planning process faster for advisors while also creating more value for every end client. What began as an idea between our founders has now grown into a company of 40+ marathon runners, community theater performers, mothers, fathers, world travelers, gardeners, photographers, and, not to mention, a number of financial planners, who love coming to work every day to serve an incredible base of advisors. Our goal is to make comprehensive financial planning more accessible to more families, and every day thousands of advisors use Holistiplan to help us further that goal.