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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 preparing stage, you can find yourself in the early stages of your career. This can mean new debts or assets as you may have recently invested in your development. You are in the midst of building your financial future, which includes protecting what you have created so far in life. You may already hold insurance products as a form of protection or are interested in securing protection. You are ready to start taking control of your finances and achieving your goals but need help. 

Together, we can look at your current position with an emphasis on how to move forward. We can start taking control of your finances as a team. This includes reviewing your debts and setting goals. We look at your long-term goals and set up a plan to get there. We will develop a plan to get you on track for a confident future. 

Holden + Taylor offers a range of services to help you financially develop and reach the confident stage. This includes:  

  • 1-2 meetings per year
  • Review your existing estate documents
  • Review your debts (Mortgage and/or student debts)
  • Full beneficiary audit
  • Full investment fee audit
  • 1 Plan Update Annually 
  • Comparison year to year 
  • Review of taxes 
  • Comprehensive recommendations 
  • Estate Services (through a different agreement) 

Interested in leveling up to the next stage? 

Once you build a strong financial base, you can start focusing on growth. In this stage you will have the ability to spend your finances in a more meaningful way. You can make strong progress on your goals, increase your net worth, and feel confident in your financial position. But also, you have a need to protect more than just hard work. You need to protect yourself along with your loved ones and secure your future.