Is your money creating the quality of life you want for yourself? Are your investments helping to build a better world? Our services help you: Make clear progress toward your life goals Achieve goals and dreams Manage risk Build a secure retirement Support charitable causes Transfer assets between generations Achieve financial independence Socially Responsible Investment Services help you make money and make a difference: Create a high performance portfolio that is integrated with and reflects your values Avoid investments in offensive companies and seek out the positive Participate in shareholder activism Support community investment As a fee only financial planning firm, we do not sell products or receive commissions. We tailor our advice to your specific needs and values. We believe that everyone has a right to financial planning advice; we have no account minimums. At reasonable rates, we can work on an hourly basis, at a set fee for financial plans, or on an annual retainer. Please download this brochure for more details.       Holistic Solutions Sebastopol, Sonoma County, California 1.707.758.0171                            Site designed by Planeteria