We’ll help you
get there.

You envision a future that is secure, healthy, and filled with possibility. The right guidance can help you maximize your potential and turn your goals into reality.

Whether you need professional advice on investment options, estate planning, retirement preparation, or managing life transitions, Holistic Financial Partners is here for you.

Practice Areas

Cropped shot of an attractive young businesswoman reassuring a female colleague in the office

Chart Your Path to Financial Independence

High-Asset Divorce

Divorce involving significant assets requires skilled financial analysis to protect your interests and secure your future. Our advisors help you navigate complex property division, retirement account splits, and tax implications while positioning you for long-term financial success.

Our High-Asset Divorce Planning Services Include:

  • Asset Valuation & Division Strategy: Comprehensive analysis of marital assets including business interests, real estate, and investment portfolios
  • Retirement Account Management: Navigating QDRO processes and optimizing retirement asset distribution
  • Tax Planning for Divorce: Minimizing tax consequences during asset transfers and future financial planning
  • Post-Divorce Financial Planning: Creating new investment strategies and financial goals for your independent future

Turn Company Value Into Personal Wealth

Executive Transitions

Whether you’re selling your business, retiring from an executive role, or transitioning between career phases, we help you convert your professional success into lasting personal wealth. Our strategies maximize the value of your transition while minimizing tax implications.

Guidance Through Executive Transitions:

  • Business Sale Optimization: Structuring transactions to maximize after-tax proceeds and minimize capital gains exposure
  • Executive Compensation Planning: Managing stock options, deferred compensation, and golden parachute arrangements
  • Career Transition Strategies: Financial planning for sabbaticals, consulting work, or entrepreneurial ventures
  • Wealth Preservation: Protecting and growing newfound liquidity through strategic investment planning
Focused businessman analyzing marketing reports on a desktop monitor and reviewing paper graphs, financial stats, and startup project infographics.
Cropped shot of a senior couple reviewing their financial

Secure Your Financial Future

Retirement Planning

Successful retirement requires more than just saving money—it demands a comprehensive strategy that evolves with your changing needs. We create personalized retirement plans that ensure financial security while allowing you to enjoy the lifestyle you’ve worked to achieve.

Our Retirement Planning Services Include:

  • Retirement Income Strategies: Creating sustainable income streams from multiple sources including pensions, Social Security, and investments
  • Healthcare Cost Planning: Preparing for medical expenses and long-term care needs
  • Tax-Efficient Withdrawal Strategies: Optimizing distributions from various retirement accounts to minimize tax burden
  • Legacy Planning: Ensuring your retirement strategy aligns with your estate planning goals

Navigate Financial Challenges with Compassion

Loss of a Loved One

Losing someone close to you brings emotional challenges alongside complex financial decisions. Our compassionate advisors help you manage inherited assets, understand tax implications, and create a financial plan that honors your loved one’s legacy while securing your own future.

Our Support Services Include:

  • Estate Settlement Guidance: Navigating probate processes and asset distribution requirements
  • Inheritance Optimization: Managing inherited retirement accounts, real estate, and investment portfolios
  • Tax Planning for Inheritances: Understanding step-up basis rules and minimizing tax consequences
  • Memorial Planning: Incorporating charitable giving strategies that honor your loved one’s memory
Cropped shot of an attractive young businesswoman reassuring a female colleague in the office
Focused businessman analyzing marketing reports on a desktop monitor and reviewing paper graphs, financial stats, and startup project infographics.

Build Lasting Family Wealth

Generational Wealth

True wealth transcends individual lifetimes. We help families develop strategies for building, preserving, and transferring wealth across generations while maintaining family values and financial education.

Our Generational Wealth Strategies Include:

  • Multi-Generational Planning: Creating wealth transfer strategies that benefit multiple family generations
  • Family Governance: Establishing structures for family financial decision-making and wealth education
  • Tax-Efficient Wealth Transfer: Utilizing trusts, gifting strategies, and other tools to minimize transfer taxes
  • Values-Based Investing: Aligning investment strategies with family values and philanthropic goals
An older couple at a restaurant table, smiling and interacting with a server

Frequently Asked Questions

How do you determine the right investment strategy for me?

We begin with a full assessment of your financial situation, goals, risk tolerance, and time horizon. This information forms the foundation of a personalized investment strategy designed specifically for your needs.

How often should I review my financial plan?

We recommend a comprehensive review at least annually, but certain life events (marriage, birth of a child, career change, inheritance) should trigger an immediate review to ensure your plan remains aligned with your goals.

What makes your approach different from other financial advisors?

We take a truly holistic approach, considering all aspects of your financial life rather than focusing solely on investments. Our team holds specialized certifications across various financial disciplines, allowing us to provide comprehensive guidance.

How are your fees structured?

Our fee structure is transparent and based on assets under management. We provide a clear breakdown of all fees before beginning any client relationship, ensuring you understand exactly what services you’re receiving and their associated costs.

Ready to Take the Next Step?

Our experienced financial advisors are ready to help you create a personalized financial strategy aligned with your unique goals and values.

Schedule a Consultation

“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, Holistic Financial Partners