Financial Clarity for Life’s Biggest Transitions

We simplify complex wealth decisions so you can move forward with peace of mind.

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Holistic Financial Partners in a group photo on Market Street in Downtown Indianapolis

Why Choose Us?

Complex financial decisions demand clarity—we simplify them into clear steps while keeping you in control. Our strategic planning and investment management ensures your financial security through every life change.

Peace of Mind


Life’s biggest transitions bring complex decisions about your wealth. At Holistic, we turn complexity into clarity so you can move forward with confidence.

Partnership


Since 2001, we’ve specialized in helping individuals make informed, goal-oriented decisions about their wealth during life’s most pivotal moments.

Experience


While this may be your first time, it’s not ours. We’ve guided hundreds of clients through high-asset divorces, retirement planning, executive transitions, loss of loved ones, and generational wealth transfers.

High-Asset Divorce

Chart a clear path through financial separation toward an independent future with confidence.

Executive Transitions

Turn your company’s value into smart wealth that fuels your next chapter.

Retirement Planning

Align your money strategy with your shifting professional landscape and future earning trajectory.

Loss of a Loved One

Explore financial guidance with compassion during times of grief and major life transitions.

Generational Wealth

Transfer assets across generations while preserving family values and financial legacy.

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5 Common Questions

Your financial journey involves important decisions at every stage. We’ve answered a few frequently asked questions below, but we’re always available to address your specific concerns individually.

How should I prioritize saving for retirement versus other financial goals?

We recommend a balanced approach that considers your unique timeline and priorities. Our advisors can help you create a personalized strategy that addresses both short-term needs and long-term security.

What are strategies for tax-efficient investing?

Tax-efficient investing involves placement of assets in appropriate account types, tax-loss harvesting, and careful attention to capital gains. We help clients minimize tax burden while maximizing growth potential.

How can I maximize the long-term value of a financial settlement?

Post-settlement financial planning involving budgeting, investment strategies, and tax planning is essential. Our advisors specialize in helping clients make the most of significant financial transitions.

When should I update my estate plan?

Estate plans should be reviewed after major life events (marriage, divorce, birth of children), significant changes in assets, or every 3-5 years. We work with your legal team to ensure your financial and estate plans remain aligned.

What are my health insurance options during a major life transition?

You may qualify for special enrollment periods, COBRA coverage, or explore options through the Affordable Care Act. We’ll help you evaluate which makes the most financial sense for your situation.

Take the First Step Toward Financial Clarity

Major life transitions deserve thoughtful planning and specialized support. Whether you’re navigating a life change, managing sudden wealth, or seeking clarity for the next chapter, we’re here to help you make confident, informed decisions.

Complete this short form to help us better understand your needs. While we may not be the right fit for everyone, we welcome the opportunity to explore how we can help you.

“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, Holistic Financial Partners