Holistic Planning

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United States
Nacogdoches, TX
Holistic Planning

Investment. Tax. Estate. Working Together For You.

11/03/2025

Big news! Holistic Planning is growing! We’re thrilled to announce the opening of our newest Holistic Planning - Kansas City location and bring our blend of taxes + investments to the heart of the Midwest!

09/15/2025

Happy Birthday, Matthew Silvey!!! Thank you for all you do!

07/28/2025

Congrats to Matthew Silvey for earning the CFP credentials!

06/30/2025

Happy Birthday Christa Coulter!
Thank you for all you do for us!

04/24/2025

Happy Birthday, Debra Floyd !

04/20/2025

He is risen indeed!

04/15/2025

We’re excited to share that the Holistic Planning YouTube channel has been updated to reflect our new brand. While our appearance has changed a bit, our commitment to providing valuable financial insights remains the same.

Each month, we release new videos to help you navigate financial planning with confidence. Subscribe today for the latest updates, insights, and expert tips: https://hubs.la/Q03fD93h0

04/08/2025

Since we first opened our doors in 1981, Holistic Planning has been a partner in building your financial future. Relationships are the heart of what we do—and they’re the result of a genuine interest in helping people.

Our team is proud to champion your vision of success, and will continue to do so for the next 40+ years. https://hubs.la/Q03fDdPY0

04/07/2025

Happy Birthday Dani Beavers (too cool for FB) and Julie Pankratz! Thank you for all you do!

04/03/2025

"It’s all about you. It always has been, and it always will be."

When we first launched, we focused heavily on data, numbers, and technical expertise. While those elements remain important, it’s not why our clients choose Holistic Planning over other firms. They choose us because we make them feel heard, valued, and cared for in the same way that a friend or family member would.

This rebrand is a reaffirmation of our dedication to our clients. From imagery and language to the use of testimonials across the website, every aspect of our brand has been reapproached to better reflect the warmth and personalized attention that define us. Learn more: https://hubs.la/Q03fCc-T0

04/01/2025

Big news. Holistic Planning has a new look.

For generations, Holistic Planning has been built on one foundational principle: caring for our clients like we would our own family. While financial expertise, strategic planning, and fiduciary responsibility are the bread of our business, our relationships are the butter.

This rebrand is not about changing who we are—it’s about ensuring the way we show up reflects the values that define us. "Today is another day in which to excel" is more than our motto; it’s a commitment to continuously improve and evolve to better meet your needs.

Thank you for being part of the Holistic Planning family. We’re so excited to share this next chapter with you.

Read more on our blog: https://hubs.la/Q03fcq-m0

03/31/2025

We are excited to announce Holistic Planning - Matthew Fitzgerald as the newest addition to our growing network of fiduciary financial advisors.

Matthew Fitzgerald is a Sedona-based financial advisor with a holistic approach to wealth planning. Passionate about helping clients make informed decisions, he goes beyond the numbers to align financial goals with life’s bigger picture. A devoted family man and outdoor enthusiast, Matthew brings the same care to financial planning as he does to hiking, golfing, and exploring with his wife and kids.

holisticplanning.com/sedona

Address

777 East Austin Street
Nacogdoches, TX
75965

Telephone

+19368000800

Website

http://holisticplanning.com/

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