Join the Holistic Planners Network

Create a professional profile on Holistic Planners Network. We are creating something great! This profile will set you up to be paired with new clients as a True Advisor or provide specific expertise as an Expert.

Reach New Clients

Work with women, families and business owners searching for support to navigate life and money management.

Work Smarter

Collaborate using the latest technology and an easy, online system. Work virtually, around your schedule.

Showcase Your Knowledge

Demonstrate your expertise by recommending specific resources or guiding families through difficult situations.

Join Your Peers

Be part of a community of experienced life coaches, tax professionals, financial experts, neuroscientist, clinical psychologist and client advocates, and a company that is focused modernize life and money management.

How does it work?

Signing up for a Holistic Planners  professional profile is quick and easy.

Create Your Profile

Fill out your professional profile with a bio and details about your skills and experiences. We also ask for two references to verify your expertise.

Profile Review

Our Services Team reviews your profile, verifies your expertise, and reaches out directly to potential strategic partners.

Get Started with Holistic Planners Network.

All approved professional profiles become live in the Expert network within a month. Our partners will be scheduled for introductory calls as needed. We'll provide on-going tips about how you can best take advantage of the Holistic Planners platform.