Client: Travis Gatzemeier, CFP®, Founder @ Kinetix Financial Planning
Firm Type: Independent RIA, ~100 clients
Use Case: Making tax planning more efficient, consistent, and scalable
Meet Travis Gatzemeier, CFP®
Founder of Kinetix Financial Planning, Travis Gatzemeier is a CFP® who specializes in helping stock-compensated professionals and entrepreneurs build financial flexibility. As an Investopedia Top 100 Financial Advisor and an FA Magazine Young Advisor to Watch, Travis has built a reputation for delivering high-value advice rooted in transparency, trust, and forward-thinking strategy.
But even with a strong process and elite client base, one part of his planning felt inefficient and inconsistent: tax planning.
The Challenge
Travis knew tax planning was valuable—but actually doing it consistently was another story. He found himself spending hours manually reviewing returns, writing notes in the margins, and trying to standardize advice for each client. It felt like a black hole of time and effort with little consistency across his process.
“Before Holistiplan, tax planning was completely manual. I was scribbling on PDFs and hoping I remembered to give the same advice to everyone who needed it.”
The Turning Point
Once Travis started using Holistiplan, things changed fast. With just a drag-and-drop of the client’s return, he had an annotated report, insights, and scenario analysis tools ready to go—all within minutes.
“Holistiplan took something that used to take hours and turned it into minutes. It’s not just faster—it’s more accurate and professional.”
The Outcome
Travis now uses Holistiplan to do what he calls “on-demand tax planning”—reviewing opportunities like Roth conversions, QCDs, and bracket management right when clients need them. He’s also started using Holistiplan’s explainer tools to show the why behind each recommendation, deepening client trust.
“Clients love it. They can see what we’re doing, and it builds credibility. Plus, I know I’m not missing anything.”
Key Benefits for SMB Advisors
✅ Efficiency: Tax planning prep that used to take hours now takes minutes
✅ Consistency: Standardized recommendations, even across different client types
✅ Scalability: Advisors can bring proactive planning to more clients without burning out
✅ Client Value: Conversations feel more focused, visual, and engaging
Why It Matters
For small and midsize firms, time is the most limited resource. Holistiplan gave Travis a repeatable, professional-grade system to deliver tax planning at scale—without needing to hire, outsource, or overextend his team.
Ready to Build a Smarter Tax Planning Process?
See how Holistiplan can help you go from tax overwhelm to tax confidence.
👉 Book a Demo
