HOLISTIPLAN

Holistiplan was launched by two CFP® professionals to solve a key challenge: speeding up the financial planning process for advisors while delivering more value to clients. We've been in your shoes and are here to support you every step of the way... At Holistiplan, our mission is to democratize tax, insurance, and estate planning, making these essential services accessible to everyone-not just the privileged few... Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.