Create extraordinary moments through better financial care.
Who We Are
We see financial planning differently. Everything we do is through the lens of what’s best for you. We remove the complexity from your financial life, piecing together an all-inclusive plan that reflects your vision for a life worth remembering.
How We Work
Simplify and get more.
Holistic planning means looking at the whole picture, not just isolated parts. It’s the intersection of investments, taxes, and estate planning—all working together under one roof.
Unlike traditional advisors or CPAs, who often focus on one area or year at a time, we take a long-term, proactive approach. This helps ensure that every decision today sets you, your family, and your legacy up for success, for good.
Our Philosophy
It’s personal.
We know financial decisions can be emotional. That’s why we take the time to educate you, answer every question, and explain the “why” behind our recommendations. Nothing templated—just highly-specialized advice designed to fit your life like a warm glove.
“…within the first six months, I talked to them more than I’d ever talked to any other financial planner.”
Tamara Markwood
Clients often tell us that working with us feels like working with family. It’s the best compliment we can get. These relationships are the heart of what we do—and they’re the result of a genuine interest in helping people.
No compensation was given in exchange for these testimonials. All testimonials are actual experiences from clients of Holistic Planning. Every experience is unique, and no experience is identical. We are not aware of any material conflicts of interest.
Learn how a Holistic Plan helps you manage your money more effectively.
Christa Coulter
Director of Client Onboarding
Who We Are
Today is another day in which to excel.
Before he started a legacy of serving clients in 1981, Paul Barber served as a Colonel in the U.S. Air Force. His motto, “Today is another day in which to excel,” is at the core of everything we do. We’ve instilled it into the fabric of our team, and it’s lived out in how we approach our service to you.
That service is built on the belief that people matter and deserve to reap the rewards of the money they’ve earned to live a full life.
FAQ
Common questions we get.
Am I a good fit?
Holistic Planning is best suited for people looking for a personalized, long-term financial strategy that aligns with their values and goals. We work with those who want comprehensive financial planning—not just investment management—including retirement planning, tax strategies, estate planning, and risk management. Whether you’re a high-net-worth individual, a business owner, or preparing for retirement, we provide guidance to help you make informed financial decisions with confidence.
How are you compensated?
We operate on a transparent, fee-only model, ensuring that our recommendations are always aligned with your best interests. Our compensation is primarily based on assets under management (AUM), which means we grow when you grow.
Do you have a fiduciary duty?
Yes, Holistic Planning is a fiduciary, which means we are legally and ethically bound to always act in your best interest. Our commitment is to provide advice that prioritizes your financial well-being. We don’t push proprietary products, have sales quotas, or receive commissions—our success is measured by your success.
How do you approach retirement investing?
At Holistic Planning, we take a highly personalized approach to retirement investing, focusing on long-term growth, risk management, and financial security. Every strategy is tailored to your unique goals, income needs, and risk tolerance. We emphasize diversified portfolios that aim to balance growth and stability while ensuring tax efficiency to help you retain more of your wealth. As markets shift and your personal circumstances evolve, we continuously adjust your plan to keep you on track. Our goal is to provide clarity and confidence, so you can retire knowing your assets are working for you every step of the way.
Do you help with taxes?
Yes, taxes is our middle name. From preparing and filing your taxes to providing forward-looking tax advice designed to minimize future tax burdens, we can help you. We want to ensure that your financial plan aligns with your long-term tax strategy, so you keep more of what’s yours.
