Founder Financial Planning
Build Wealth with a Simple, Smart Plan
You’ve poured everything into your startup — but what about your financial future? At Holistic Capital, we help founders take control of their personal wealth, starting with one of the most powerful yet overlooked strategies: long-term investing in the equity, bond and alternative markets.
Why it works:
1. Simplify the Process
No jargon. No noise. We teach you how to start investing in equity markets with as little as $100/month — all while running your business.
2. Save on Advice
Founders shouldn’t have to pay 1% fees to get started. We’ll show you how to set up and automate a low-cost investment strategy that works in the background while you build.
3. Create Financial Breathing Room
Start building your personal runway. Investing in the S&P 500 and/or risk adjusted benchmark offers long-term growth, diversification, and a clear path to financial freedom — with or without a successful exit.
Book a meeting to discuss your goals & risk profile.
What You’ll Learn:
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How to open an account in minutes
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Why investing monthly (even a little) beats waiting for your “big exit”
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How to balance your business growth with personal financial security
You're not just building a business - you're building your future.
Cap Table Strategy & Optimization
We help you understand and structure your cap table to maintain ownership, attract the right investors, and prepare for future funding rounds — all while protecting your long-term upside.
Equity Compensation Guidance
Design and manage stock options, RSUs, and founder shares that align with your company’s growth and your personal financial goals. Whether you’re granting options to employees or receiving equity yourself, we ensure it’s structured for maximum value.
Liquidity Event Preparation
Whether it’s a secondary sale, acquisition, or IPO, we help you plan ahead so you can capitalize on opportunities and avoid common tax and legal pitfalls. Our goal is to turn a business win into lasting personal wealth.
Why It Matters
"Most founders are too busy scaling their business to think about how it fits into their financial future. At Holistic Capital, we provide the clarity, structure, and strategy to help you make smart decisions - without sacrificing your focus, your time, or your personal outcomes."