• The Attention You Deserve

    A holistic approach to securing your future

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  • The Partner You Need

    Expert advice as you plan for the road ahead

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WE ARE THE FINANCIAL PARTNER YOU NEED

At Holistic Financial Partners, we take a compassionate, comprehensive approach to your financial well-being. No one is more committed to looking out for your interests, and no one works harder to achieve the results you want to see.

We are experts in wealth management and financial planning, but we also specialize in helpingĀ individuals navigate the complexities of divorce. For over 10 years, we’ve worked closely with individuals and their attorneys to ensure the best settlement outcome.

So, whether you’re interested in planning for the future, growing your assets, or need a partner to advocate for your financial interests during divorce, Holistic Financial Partners has the expertise and dedication you need.

Pre Divorce Guidance

Financial expertise is essential to ensuring an equitable division of assets. During the pre-divorce planning process, we work with your legal team to ensure that your financial interests are protected during settlement.

frequently asked questions

You have questions. We have answers. Here are a few of the most common questions clients ask as they consider the financial implications of divorce.

post divorce guidance

Post-divorce planning, including budgeting and investment strategies, is key to maximizing the long-term value of your settlement and securing your financial independence and security.

Useful Resources

Recent News

 

 

  • “Divorce is one of the largest financial transactions our client will experience in their lifetime. Our goal is to help mitigate the financial anxiety associated with this life altering event” – Jason Llewellyn, President

  • “We have one goal when working with individuals going through divorce. Whether it’s monthly budgeting, income tax planning, or long-term financial planning, our goal is to provide peace of mind to you that your best interests are being looked out for” – Mark Hildebrand, Financial Advisor

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