Holistic Financial Partners

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Holistic

Financial Partners

Client Access
Holistic_badge_middle

Holistic

Financial Partners

Client Access
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THE ATTENTION YOU DESERVE

A holistic approach to securing your future

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THE PARTNER YOU NEED

Expert advice as you plan for the road ahead

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WE ARE THE FINANCIAL PARTNER YOU NEED


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.

So, whether you’re interested in planning for the future, growing your assets, or need a partner to advocate for your financial interests during divorce, Holistic Financial Partners has the expertise and dedication you need.

Pre Divorce Guidance

Financial expertise is essential to ensuring an equitable division of assets. During the pre-divorce planning process, we work with your legal team to ensure that your financial interests are protected during settlement.

frequently asked questions

You have questions. We have answers. Here are a few of the most common questions clients ask as they consider the financial implications of divorce.

post divorce guidance

Post-divorce planning, including budgeting and investment strategies, is key to maximizing the long-term value of your settlement and securing your financial independence and security.

Useful Resources

Recent News

 

 

We have one goal when working with individuals going through divorce. Whether it’s monthly budgeting, income tax planning, or long-term financial planning, our goal is to provide peace of mind to you that your best interests are being looked out for

Mark Hildebrand
Financial Advisor

Divorce is one of the largest financial transactions our client will experience in their lifetime. Our goal is to help mitigate the financial anxiety associated with this life altering event

Jason Llewellyn
President