Easily track and organize your income and expenses to gain a clear understanding of your financial health. Make smarter decisions with our intuitive tools designed to show you where your money is going.
Make Money Feel Simple. Finally.
Everything you need to feel clear, confident, and in control of your financial life.
Advice That Ties It All Together
Surprisingly Affordable
1:1 Personalized Support
No Hidden Agenda or Fees
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Why Choose Money Holistics?
Experience the Unique Advantages of Our Holistic Financial Approach
In this busy world, we all face money stress around managing our income wisely and aligning finances with our highest priorities. We provide tailored coaching to help you manage your income better, invest smarter, manage debt effectively, streamline budgeting, and achieve financial peace so you can enjoy life.
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While traditional advisors focus only on investments, we take a holistic approach—measuring and monitoring 11 financial vitals to ensure balanced progress across all areas of your financial health.
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Get quality financial coaching at a fair price. By leveraging advanced technology, we provide great advice without the steep cost—offering budget-friendly options for both simple guidance and detailed planning.
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Real financial coaching without the sales pitch. Transparent fees and simple, affordable guidance—focused on helping you gain independence and confidence.
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Stay on Track with Your Finances
We use the Elements Financial Vitals System to help you:
See all your accounts in one hub
Measure your financial health through a scorecard of key health indicators
Track your progress through quarterly reports
Review your unique situation and offer personal insights during your Financial Checkups.
Your Financial Health Vitals
Our features
What do we do?
From managing your income and expenses to helping you gain financial confidence, our services are designed to ensure your financial health flourishes.
Our intuitive financial tools help you easily track your progress. Stay focused on your goals and adjust as needed to keep on track.
Control your debt and stay prepared for life’s unexpected moments. Our solutions help you manage debt effectively, ensuring you achieve lasting financial stability.
We get it—financial questions come up unexpectedly. We are here with data-backed support and guidance whenever you need it. Confidently navigate your financial journey with our help.
As we work together your financial plan will need regular course corrections to keep you on the right track
That's why each month we assess your overall financial health using the Elements scorecard and also focus in on one Element for which we collect updated data and do a deeper analysis.
Finally, we deliver beautifully designed, easy-to-follow reports that feature your very latest stats, scores, and any new recommendations for improving your plan.
Gain access to our investment management team to create a personalized strategy tailored to your goals, values, and financial situation.
How much does it cost?
Self Directed
Master Your Finances Solo—With Tools Pros Use
Ideal for DIYers who have time to manage money solo
Ideal for DIYers who have time to manage money solo
$20
/ month
Elements Financial Vitals System
Self guided onboarding
Exclusive content
Educational email content
1:1 Money Checkups for $500/hr
Validator
Go From Guessing to Growing—With Expert Eyes on Your Plan
Ideal for families earning $120,000+/year
Ideal for families earning $120,000+/year
$299
/ month
Everything in Self Directed
Quarterly 1:1 Money Checkups
Personal Onboarding
Annual One Page Money Plan
Delegated Investment Accounts (optional at 0.50% AUM)
Estate Plan
Unlimited Phone, Email, and Messaging Access to Josh
Financial Education
Monarch Money Budgeting App
Retirement Planning
Delegator
Done-for-You Money Systems So You Can Focus on Living
Ideal for business owners earning $300,000+/year
Ideal for business owners earning $300,000+/year
$699
/ month
Everything in Self Directed + Validator
Monthly 1:1 Money Checkups
Done for you money systems setup
3x more time spent with Josh
Done for you personal cashflow tracking and budgeting
Establish business cash flow tracking systems
Gain confidence in your financial health!
Schedule a time to meet with us and we'll help you get immediate clarity on your current financial situation.
