It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
So what are the steps?
1. Getting to Know You
Intro meeting to define goals, values, and fit.
2. Holistiq Gap Analysis
Walk through estate, tax, risk, income, and investment plans — identify where they connect (or don’t).
3. Holistiq Plan Design
Build a clear, tax-smart roadmap that integrates all five plans into one strategy.
4. Adapt & Adjust
Life, markets, and tax laws change — we update your plan so it works together.
Let’s put the pieces together. Schedule your Holistiq Plan Review today and see how your five plans can work together in one clear, tax-smart strategy
Holistiq Financial, LLC. and LPL Financial do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation
