Get Your Free Money Health Assessment in Under 10 Minutes and Discover the Hidden Gaps That Could Be Costing You Years of Financial Stress
Get Your Free Money Health Assessment in Under 10 Minutes and Discover the Hidden Gaps That Could Be Costing You Years of Financial Stress

Deep down, most holistic practitioners think about their money problems the same way they think about health issues they want to focus on addressing the root cause of their financial struggles, not just mask the symptoms.
Deep down, most holistic practitioners think about their money problems the same way they think about health issues they want to focus on addressing the root cause of their financial struggles, not just mask the symptoms.

Earning great income but feeling financially stressed
Wondering if you're saving enough for retirement
Unsure whether your current investments align with your values
Questioning if you're taking the right amount of financial risk
Feeling overwhelmed by conflicting financial advice
Here's what most financial advisors don't understand: Your financial health isn't just about numbers it's about creating a financial system that supports your holistic lifestyle and values.
Earning great income but feeling financially stressed
Wondering if you're saving enough for retirement
Unsure whether your current investments align with your values
Questioning if you're taking the right amount of financial risk
Feeling overwhelmed by conflicting financial advice
Here's what most financial advisors don't understand: Your financial health isn't just about numbers it's about creating a financial system that supports your holistic lifestyle and values.
Just like you wouldn't diagnose a patient based on one symptom, you can't understand your financial
health by looking at just your savings account or investment balance.
Emergency Preparedness
Can you weather unexpected storms?
Cash Flow Health
Is your money flowing in the right direction?
Debt Management
Are your debts helping or hurting you?
Investment Alignment
Do your investments match your values and risk tolerance?
Retirement Readiness
Are you on track for the lifestyle you want?
Tax Efficiency
Are you keeping more of what you earn?
And 5 more critical indicators...
Answer straightforward questions about your current financial situation no complex calculations required.
Receive your personalized Money Health Scores and see exactly which vital signs need attention.
Get clear, prioritized recommendations you can start implementing this week.
Schedule a complimentary consultation with Josh to explore how to accelerate your financial wellness journey.
Answer straightforward questions about your current financial situation no complex calculations required.
Receive your personalized Money Health Scores and see exactly which vital signs need attention.
Get clear, prioritized recommendations you can start implementing this week.
Schedule a complimentary consultation with Josh to explore how to accelerate your financial wellness journey.
I felt so anxious about my progress towards retirement until I took Josh's assessment. It revealed I was completely vulnerable to emergencies. Six months later, I have a solid safety net and a clear path to retirement.
Naturopathic Physician
Despite earning six figures, I felt so behind financially and broke every month. The assessment showed me exactly what was missing. Now I save $2,000 monthly without feeling deprived.
Chiropractor
Finally, financial advice that aligns with my holistic values. Josh gets what it's like to run a practice while trying to build wealth.
Acupuncturist
Every month you delay understanding your financial health could be costing you
Unnecessary stress from financial uncertainty
Countless mistakes with managing your income
Lost time that could be spent focused on your patients
Potential thousands in preventable financial mistakes
This assessment is completely free because we believe every holistic practitioner deserves financial clarity. No credit card required. No sales pressure. Just real answers about your money.

Every month you delay understanding your financial health could be costing you

Unnecessary stress from financial uncertainty
Countless mistakes with managing your income
Lost time that could be spent focused on your patients
Potential thousands in preventable financial mistakes
This assessment is completely free because we believe every holistic practitioner deserves financial clarity. No credit card required. No sales pressure. Just real answers about your money.

About Your Guide
Financial Coach and Investment manager with 10+ Years Helping over 1000 clients.
Managed over 100 million dollars in client portfolios over career.
Former Fortune 500 financial advisor who left to serve overlooked practitioners
Creator of the Money Holistics System
Former Fortune 500 financial advisor who left to serve overlooked practitioners
About Your Guide
Financial Coach and Investment manager with 10+ Years Helping over 1000 clients.

Managed over 100 million dollars in client portfolios over career.
Former Fortune 500 financial advisor who left to serve overlooked practitioners
Creator of the Money Holistics System
Former Fortune 500 financial advisor who left to serve overlooked practitioners
Ask yourself: If you knew there was a simple way to spot the financial blind spots that could cost you hundreds of thousands over your lifetime, wouldn't 10 minutes be worth it?

Ask yourself: If you knew there was a simple way to spot the financial blind spots that could cost you hundreds of thousands over your lifetime, wouldn't 10 minutes be worth it?
MoneyHolistics.com - Your Partner in Financial Wellness