Holistic Money

Holistic Money

Financial-Services

Wimberely , TX
Company Tagline

Step into your financial power and activate your highest financial potential.

Industry Category
Financial-Services
Company Description

Holistic Money is redefining financial services, empowering individuals to unlock their full financial potential. Located in Wimberely, TX, Holistic Money takes a unique and transformative approach to money management, focusing on Inner Wealth, Outer Wealth, and Higher Wealth. This integrated process goes beyond traditional financial planning, guiding clients to cultivate an experience of internal abundance, create an environment of external abundance, and connect their financial endeavors with their highest purpose. Holistic Money is dedicated to supporting women entrepreneurs and CEOs, providing a supportive framework for developing a powerful CEO mindset and a thriving financial future. Through a holistic and personalized approach, Holistic Money helps clients reconsider and reconstruct their relationship with money, enabling them to step into their full value and build a truly rewarding financial life. Holistic Money is committed to providing exceptional financial guidance and empowering clients to achieve their financial goals, fostering long-term growth and prosperity. The company welcomes clients to explore how Holistic Money can activate their highest financial potential and build a financial future that feels truly good. We invite you to create a customized and exclusive company showcase and product listing on our platform, allowing us to further highlight the transformative services Holistic Money provides.

Key Personnel / Employees
Whitney Morrison CFP®

Compare Companies Side by Side

Compare Holistic Money with 3 companies in Financial-Services

4 Companies
Comparison Field
Holistic Money
Holistic Money
Main Company
Madison Black Chamber of Commerce
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Aspire & Advance
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Founded Year
2006 2002 2023
Company Size
2-10 2-10 1 employee
City
Wimberely , TX Madison, Wisconsin Mississauga, ON Glasgow , Lanarkshire
Country
United States Canada
Skills & Keywords Comparing with main company
15 Total Skills
financial planning financial services money mindset wealth management entrepreneurship business coaching ceo mindset women entrepreneur women ceos mindset coach coach entrepreneur certified financial planner money mindset coach business coach
18 Total 1 Common 17 Unique
Match 7%
Common Skills:
wealth management
Unique Skills:
applications b2b Black business Black entrepreneur Black-owned business business accelerator +11
10 Total 10 Unique
Unique Skills:
career coach coaching coaching business coaching practice leadership life coach +4
3 Total 3 Unique
Unique Skills:
executive coaching leadership operations
4
Total Companies
2002
Oldest Founded
2
Countries
44
Unique Skills

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Alternative Company Names

This company is also known as

Holistic Money 整体金钱 (Zhěngtǐ Jīnqián) होलिस्टिक मनी (Holistik Manī) Dinero Holístico المال الشمولي (Al-māl ash-shāmūlī) হোলিস্টিক মানি (Hōlistik Mānī)