You’ll be asked to select a time to speak with a member of the Holistiplan team. But first, please let us know some more about you and what you’d like to discuss.

Our team is happy to assist in helping you use the software, model scenarios, and offer items to consider; however, we cannot provide tax advice or recommendations, such as the ideal amount of a Roth conversion, the optimal amount of capital gains to realize, or other similar items.