Financial Coaching for Holistic Practitioners.

You focus on healing people, we help you achieve financial confidence.

Specialized Coaching for Holistic Success
Surprisingly Affordable
1:1 Personalized Support
No Hidden Agenda or Fees
Free Checkup
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Case Studies

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Why Choose Money Holistics?

Experience the Unique Advantages of Our Holistic Financial Approach

Holistic practitioners face unique challenges, like managing irregular income and aligning finances with your practice. We provide tailored coaching to help you navigate income fluctuations, manage debt effectively, streamline budgeting, and achieve financial peace so you can grow your practice.

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While traditional advisors focus only on investments, we take a holistic approach—measuring and monitoring 11 financial vitals to ensure balanced progress across all areas of your financial health.

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Get quality financial coaching at a fair price. By leveraging advanced technology, we provide great advice without the steep cost—offering budget-friendly options for both simple guidance and detailed planning.

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Real financial coaching without the sales pitch. Transparent fees and simple, affordable guidance—focused on helping holistic practitioners gain financial independence and confidence.

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Stay on Track with Your Finances

We use the Elements Financial Vitals System to help you:
See all your accounts in one hub
Measure your financial health through a scorecard of key health indicators
Track your progress through quarterly reports
Review your unique situation and offer personal insights during your Financial Checkups.
Organize

Together, we’ll gather and organize
your financial information upfront.
Then, our app will help keep your
data up-to-date with prompts when
things get stale.

Analyze

Together, we’ll gather and organize your financial information upfront.Then, our app will help keep your data up-to-date with prompts when things get stale.

We’ll regularly analyze
your financial health scores to identify
ways to help you improve.

And each quarter we'll deliver a report
through our app that highlights all
the progress you've made.

Decide

Together, we’ll gather and organize your financial information upfront.Then, our app will help keep your data up-to-date with prompts when things get stale.

We'll use your scorecard
and progress report to help you decide
 if any adjustments
should be made to your plan.

We'll share recommendations
with you by email, video, or phone.

Act

As the point person on
your financial plan, your advisor will:

1. Assign action items to our internal team

2. Facilitate conversations with your other service
professionals

3. Introduce you to approved industry partners

Together, we’ll gather and organize your financial information upfront.Then, our app will help keep your data up-to-date with prompts when things get stale.

Organize

Together, we’ll gather and organize your financial information upfront. Then, our app will help keep your data up-to-date with prompts when things get stale.

Analyze

Together, we’ll gather and organize your financial information upfront. Then, our app will help keep your data up-to-date with prompts when things get stale.

Decide

Together, we’ll gather and organize your financial information upfront. Then, our app will help keep your data up-to-date with prompts when things get stale.

Act

Together, we’ll gather and organize your financial information upfront. Then, our app will help keep your data up-to-date with prompts when things get stale.

Financial service dashboard showing "Personal Savings is up to date!"

Your Financial Health Vitals

Are you taking right amount of risk?
Are you using your income wisely?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
81%
Er
Equity Rate
77%
Ir
Insuarance Rate
17%
Sr
Savings Rate
21%
Dr
Debt Rate
31%
Tr
Tax Rate
5.1
Qt
Qualified Term
32%
Br
Burn Rate
4.8
Lt
Liquid Term
3.5
Bt
Business Term
21.4
Tt
Total Term

Our Service Calendar

As we work together your financial plan will need regular course corrections to keep you on the right track

That's why each month we assess your overall financial health using the Elements scorecard and also focus in on one Element for which we collect updated data and do a deeper analysis.

Finally, we deliver beautifully designed, easy-to-follow reports that feature your very latest stats, scores, and any new recommendations for improving your plan.

Our features

What do we do?

From managing your income and expenses to helping you gain financial confidence, our services are designed to ensure your financial health flourishes.

Easily track and organize your income and expenses to gain a clear understanding of your financial health. Make smarter decisions with our intuitive tools designed to show you where your money is going.

Colorful dashboard of Financial Metrics that are available to you with Money Holistics

Our intuitive financial tools help you easily track your progress. Stay focused on your goals and adjust as needed to keep on track.

Control your debt and stay prepared for life’s unexpected moments. Our solutions help you manage debt effectively, ensuring you achieve lasting financial stability.

We get it—financial questions come up unexpectedly. We are here with data-backed support and guidance whenever you need it. Confidently navigate your financial journey with our help.

As we work together your financial plan will need regular course corrections to keep you on the right track

That's why each month we assess your overall financial health using the Elements scorecard and also focus in on one Element for which we collect updated data and do a deeper analysis.

Finally, we deliver beautifully designed, easy-to-follow reports that feature your very latest stats, scores, and any new recommendations for improving your plan.

Gain access to our investment management team to create a personalized strategy tailored to your goals, values, and financial situation.

How much does it cost?

Self Directed
Perfect plan for a self learner
$20
/ month
Elements Financial Monitoring System
Self guided onboarding
Monthly Group Coaching call
Exclusive content for Holistic Practitioners
Educational email content
1:1 Coaching Sessions for $300/hr
Get Started
Validator
Supercharge your financial health with a personal coach
$199
/ month
Everything in Self Directed
Delegated Investing with Boundless Wealth (optional at 0.50% )
Personal Onboarding
Quarterly Financial Checkups
Annual One Page Financial Plan
Unlimited Phone, Email, and Messaging Access to Your Coach
Monarch Money Budgeting App
Get Started

Gain confidence in your financial health!

Schedule a time to meet with us and we'll help you get immediate clarity on your current financial situation.

Image of a financial overview sheet from Money Holistics