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At Holden + Taylor, we offer three financial client programs to cater to the individual needs of our clients at different stages of their financial journey. These programs are:


Designed for clients who are just starting their financial journey and looking to lay the groundwork for a solid financial foundation.


Aimed at clients with a good handle on their finances and looking to take their wealth-building efforts to the next level.


Tailored for clients who are already financially prosperous and are looking to maximize their wealth and achieve their long-term financial goals.

Regardless of which stage our clients are in, our team of experienced financial advisors is here to provide personalized guidance and support every step of the way.



    In the confident stage your life journey has brought you to a time in your life where you have a positive net worth and are now established in your career. You have meaningful, healthy debt and more responsibilities on your shoulders. These responsibilities, albeit are normal, may weigh on you. You hold insurance policies to protect your finances from these responsibilities, but you are also able to make strong progress towards your long-term goals.

    Together, we can visit your goals and feelings towards your finances. By narrowing your focus, we can determine how to best protect your existing assets while still working towards your goals. We will develop a plan to protect yourself, all your hard work, and your loved ones and overall ensure that you are confident in your financial journey ahead of you. 

    Holden + Taylor offers a range of financial services to help you reach a state of confidence in your financial matters. These services may include: 

    • 2-3 meetings per year 
    • Review of all lending documents 
    • Full beneficiary audit 
    • Full investment fee audit 
    • 1-2 Plan Update Annually 
    • Comparison year to year 
    • Review of all taxes 
    • Written tax plan 
    • Review of estate plan 
    • Written estate plan
    • One family meeting every 24 months 
    • Comprehensive recommendations 
    • Collaborating with existing professionals 
    • Access to Holden + Taylors network of professionals 
    • Estate Services (through a different agreement) 

    Our experienced team is here to help you achieve your financial goals and build a solid foundation for your financial future.

    Interesting in leveling up to the next stage? 

    To financially develop to the abundant stage, you will see yourself starting to have an excess of funds. Many of your long-term goals are already met and you are prepared for retirement. Now, you see the value in estate planning and ensuring that your legacy is passed on to your loved ones in a trouble-free manner.