Enhancing Financial Planning Through Education and Technology
At Holistiplan, our software is designed to transform the way financial advisors operate, enabling them to offer superior financial planning services in a more scalable way. This commitment extends to ensuring that financial planning is accessible to everyone, which is crucial as we strive to serve a client base as diverse as our communities.

Introducing, the Holistiplan Endowed Scholarship

We’re thrilled to announce a groundbreaking development in our mission to transform the financial planning landscape. Holistiplan has established the first endowed scholarship created by a technology company for the Financial Planning Program at Texas A&M University. This marks a pioneering partnership by a technology partner in this vital educational field.

Empowering the Next Generation

To effectively meet the growing demands of the financial planning industry, it’s essential that more students enter the profession. Our partnership with Texas A&M University’s Financial Planning Program is a cornerstone of this vision. By providing scholarships and educational opportunities, we’re helping to ensure that the future of financial advising is as diverse as the clientele it serves. Notably, several Texas A&M alumni are now a part of the Holistiplan team, bringing valuable insights and experiences that enrich our company and the services we provide.

Holistiplan’s Commitment to Financial Planning at Texas A&M

Holistiplan provides its tax planning software free of charge to the Texas A&M Financial Planning Program. This not only aids in the education of future financial planners but also ensures that students are equipped with industry-leading tools that will define the future of financial advising. By integrating our technology into their curriculum, we are helping to prepare a new generation of financial advisors to be innovative and confident as they enter the workforce.

Join Us in Shaping the Future

We invite you to support our mission to make financial planning accessible and inclusive. Each purchase from Holistifan.com contributes directly to funding scholarships for students at Texas A&M, empowering them to make a significant impact in the financial world. Visit Holistifan.com to make a purchase that makes a difference.

For more details on how Texas A&M’s Financial Planning Program is preparing future leaders in financial advising, visit financialplanning.tamu.edu.