Who We Help

At Holistic Planners, our focus has always been to build intimate client relationships. Clients often find us via a significant life event and no two client engagements are alike. Many find it interesting that HPN exclusively serves women above forty-five years of age and couples married for more than twenty years in the fields of education, medicine,consumer services  or real estate. Recognizing our conflict-free approach and the benefits of our unique perspective, they enjoy gaining access to alternative thinking otherwise unavailable to most investors.

 

Typically our services appeal to those in one of the following phases of the wealth cycle:

Life and Money Management  - Multi-Generational Wealth

Life managements services for those who have amassed substantial wealth and need a partner to help with wealth planning and investment management for current and future generations.  

We currently act as the life managment specialist for over two dozen woman and families with assets ranging from three-hundred thousand to thirty million dollars. Holistic Planners breadth of expertise, flexible approach and understanding of the complexities facing affluent  women and their families makes us an ideal partner for those seeking a discreet and highly experienced team.

 

Emerging Wealth

Active professionals in the accumulation phase who often have high current income or are in the process of creating wealth inside of their businesses: Entrepreneurs, Executives, Family Business Owners, Medical & Professional Practice Groups.

 

Financial Independence

Individuals or families who have accumulated wealth and are approaching the distribution phase when they will need to access their life savings to help replace their paycheck and create a legacy for the next generation.

 

Sudden Wealth

Individuals or families impacted by inheritance, sale of a business, the loss of a spouse, or a divorce.