03/04/2026
Think you're ready to buy your first home? Do these five things before stepping into that first open house. 🏠
https://www.schwab.com/learn/story/should-you-buy-home-5-things-to-do-first
Holistic Financial Partners
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For 20 years, we've served hundreds of individuals navigating the complexities of divorce.
We are experts in wealth management and financial planning, but we also specialize in protecting the financial interests of individuals during divorce. All of our advisors have earned the Certified Divorce Financial Analyst (CDFA®) designation. We have served the Indianapolis market for 20 years, working closely with individuals and their attorneys to ensure the best settlement outcome.
03/04/2026
02/25/2026
You put your spending on automatic with monthly subscriptions for music, streaming services, or meal delivery. Why not put your savings on automatic too?
https://www.schwab.com/learn/story/automate-saving-and-investing-save-invest-repeat
02/20/2026
02/17/2026
529 accounts offer a flexible, tax-advantaged way to save for education. Understanding how they work is key to maximizing your education savings strategy.
https://www.schwab.com/learn/story/saving-college-529-college-savings-plans
02/14/2026
Happy ❤ Day!
02/11/2026
Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.
https://www.schwab.com/learn/story/managing-finances-after-loss-of-spouse
02/04/2026
Following a divorce, many clients tell us they feel overwhelmed by new financial responsibilities, but with structured support and clear direction, they discover unexpected financial strength and possibility.
https://www.holisticfinancialpartners.com/beyond-the-settlement-5-critical-financial-steps-to-take-in-your-first-year-post-divorce
01/28/2026
With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.🎓
https://www.schwab.com/learn/story/3-tax-smart-ways-grandparents-can-help-pay-college
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Address
9959 Crosspoint Boulevard
Indianapolis, IN
46256
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |