Can anybody who uses Holistic Planning PM me or post your experience here? I'm interested in the kind of services.

Also - Holistic Planning - please feel free to PM, I'd like to connect.

We moved to Holistic a year or so ago. We are 10 plus years away from retirement. Had been with another advisor for 30 years. Couldn't be happier. Very good at developing an overall vision and plan to get there. Access to traditional (stocks and mutual funds) and non-traditional investment options. Returns have been excellent. We used their in house tax prep services for the first time and were pleased w that experience. Also very good at explaining investment strategy to non finance clients. Feel free to PM me w other questions.