Holistic Financial Partners

At Holistic Financial Partners, we understand that divorce can be a complex and emotionally challenging experience. That's why we're dedicated to providing compassionate, comprehensive guidance to help you navigate the financial aspects of your divorce and build a secure financial future.

Our Story

With over 40 years of combined experience in financial planning, wealth management, and divorce planning, our team has helped hundreds of individuals navigate the complexities of divorce. We pride ourselves on our expertise in wealth management and financial planning, as well as our specialty in helping individuals navigate the complexities of divorce. All of our advisors have earned the Certified Divorce Financial Analyst (CDFA) designation, ensuring that you receive the highest level of expertise and care.

Our Approach

We understand that divorce can be a difficult time, and we're dedicated to easing that burden. Our team is committed to providing personalized support and guidance to help you make informed decisions about your financial future. Whether you're considering pre-divorce planning, post-divorce planning, or divorce financial planning, we're here to help you achieve your goals and build a secure financial future.

What We Offer

• Pre-Divorce Planning: We help you make informed decisions about your financial future during the pre-divorce planning process, ensuring that your financial interests are protected during settlement.
• Post-Divorce Planning: We provide guidance on budgeting, investment strategies, and long-term financial planning to help you maximize the value of your settlement.
• Divorce Financial Planning: Our team helps you create a comprehensive financial plan to achieve your goals, including income tax planning, estate planning, and more.

Why Choose Us?

For 20 years, we've served the Indianapolis market, working closely with individuals and their attorneys to ensure the best settlement outcome. Our team is dedicated to providing personalized support and guidance, empowering you to feel in control of your financial future. With over $295 million in assets under management, you can trust that your financial interests are in good hands.