We provide holistic financial planning and socially responsible investment advice. You can build wealth by aligning your decisions with your deepest values and highest aspirations. Holistic Solutions offers financial services focused on life planning, natural, ethical investing and the path to financial independence and sustainability. We can help you make decisions that reflect your values and create wealth in a sustainable way.

The results?
  • Clear progress toward your life goals
  • Greater personal fulfillment with a high quality of life
  • High-performance portfolio aligned with your values
  • Real wealth - build financial, social, and natural capital
Choose now to start building a secure and sustainable future!




      Holistic Solutions, Sebastopol, Sonoma County, California 1.707.758.0171
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