At Holistic Financial Partners, we take a compassionate, comprehensive approach to your financial well-being. No one is more committed to looking out for your interests, and no one works harder to achieve the results you want to see. We are experts in wealth management and financial planning, but we also specialize in helping individuals navigate the complexities of divorce.
All of our advisors have earned the Certified Divorce Financial Analyst (CDFA) designation. We have served the Indianapolis market for over 15 years, working closely with individuals and their attorneys to ensure the best settlement outcome.
All of our advisors have earned the Certified Divorce Financial Analyst (CDFA) designation. We have served the Indianapolis market for over 15 years, working closely with individuals and their attorneys to ensure the best settlement outcome.
Services
When it comes to your finances, you need someone you can trust. At Holistic Financial Partners, we have the experience and the expertise to help you identify and achieve your goals. But more than that, we're personally committed to your success. For 20 years, our financial planning and wealth management advisors have specialized in protecting the financial interests of individuals during divorce.
Over 40 years, combined experience in financial planning, wealth management, and divorce planning. With more than $295 million in assets under management. It's experience you can trust. We've made a decision to stand by women during divorce, and we stick to it. You can count on us to be your partner and advocate every step of the way, as you navigate your divorce and plan for your future.
You have a vision for the kind of future you want - one that is secure, healthy, and filled with possibility. But, in today's complicated financial landscape, you need expert advice to help you maximize your potential and make your goals a reality.
Whether you need a partner and ally during divorce or expert advice as you consider investment options, estate planning, budgeting, or other aspects of creating your financial future, Holistic Financial Partners is there for you.In a divorce settlement, it's important to consider who will benefit most from claiming children as dependents.
Whether you need a partner and ally during divorce or expert advice as you consider investment options, estate planning, budgeting, or other aspects of creating your financial future, Holistic Financial Partners is there for you.In a divorce settlement, it's important to consider who will benefit most from claiming children as dependents.
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