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 helping individuals navigate the complexities of divorce. All of our advisors have earned the Certified Divorce Financial Analyst (CDFA®) designation. For over 15 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.
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