Most families have five separate financial plans — estate, tax, risk, income, and investments — but none of them work together. When life happens — a death, disability, or tax change — the cracks show fast.
As a CPA and advisor, I saw even successful families paying more in taxes than they should, missing protections, or holding wealth in structures that didn’t match their goals. That’s why I built Holistiq: to connect those plans into one cohesive, tax-smart strategy.
The Five Plans That Must Work Together
Most people have the pieces of a financial plan, but not the full picture. At Holistiq, we put the pieces together.
Take the guesswork out of your financial future.
Let’s build a tax-smart plan that gives you confidence today and tomorrow.
