Holistic Finance

Holistic Finance emerged from Zack’s dream to help people engage & participate with their finances in a more wholistic and conscious way. It originally grew out of the need of our clients to prepare for tax implications that were created due to large loan forgiveness amounts realized by our strategies.

Initially his company, Student Loan Tutor, would simply recommend they speak to their financial advisor about their finances and discovered very quickly that most either didn’t have a financial advisor or that their advisor had no understanding regarding the complex system of student loans. 

Their financial advisor was often a sales person who would earn a large commission from convincing their clients to invest the most money possible for the purpose of ever greater financial accumulation which was out of touch with the clients core values. This is the main stream current economic philosophy of the financial system, and it is Zack’s hope that with Holistic Finance, we can bring more awareness to our understanding of money and money’s influence in the world and change people’s relationship with their own finances. 

Money is really an extension of our actions, what we do with accumulated “money/energy” can have as much impact in the world as our chosen vocation or spiritual practice. The goal of Holistic Finance is to align our money practice and those of our clients into with the world they would like to leave their legacy upon.

Our organization was deeply moved by the work of Charles Eisenstein, “Sacred Economics” and Lynn Twist “Soul of Money,” and the principles of gift culture and the purpose and origins of credit, debt and money and the complex economics system that has developed around these stories. It is our practice to help guide others down a path of sufficiency instead of ceaseless growth for growth’s sake, so that we all can have enough time, money and resources to discover our gifts and share them with our world that is in such urgent need of healing and reunion. 

It is our aim to inspire others into sharing their gifts more freely and to be able to honestly engage with our systems of currency, trade, savings and investing in a way that helps us feel supported in doing so. 

When we feel secure in ourselves, our community and our current resources and relationship to the economic whole of society, we begin to become liberated from the sickness of avarice and the crippling hamstringing of scarcity.