Holistic Finance

Holistic Finance is a mission-driven financial planning and investment advisory firm dedicated to helping individuals make financial decisions that reflect their values, support their wellbeing, and contribute to a more regenerative world. We believe that money can be a force for personal and social good when approached with clarity, intention, and integrity.

Our work centers on values-aligned investing, regenerative financial planning, and education that helps clients move from financial stress into confidence and empowerment. Rather than focusing solely on traditional wealth metrics, we emphasize purpose, long-term wellbeing, and investments that consider environmental and social impact.

Our social-impact activities include:

• Providing accessible, holistic financial education to individuals and families seeking guidance during meaningful life transitions.

• Offering values-aligned investment strategies that consider environmental stewardship, human rights, and community benefit.

• Guiding clients to align their financial choices with causes and principles they care deeply about, such as sustainability, social justice, and ecological responsibility.

• Upholding fiduciary duty by placing client wellbeing at the center of every recommendation.

• Expanding access to high-quality financial planning typically reserved for high-net-worth households.

• Encouraging a more conscious and ethical financial services landscape through transparent and responsible advisory work.

Holistic Finance will be applying for B Corp Certification in 2026, once we have completed our first full year of independent operation. This reflects our commitment to meeting measurable social and environmental standards and continuing to evolve our practices in service to the greater good.

Our mission is to help people make financial choices that are aligned with who they are, supportive of their communities, and conducive to a more equitable and regenerative future.