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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Roth Projection Tool
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2025 Pricing
How to Refer a Friend to Holistiplan
You can receive a $200 gift card each time you refer someone to Holistiplan through our website!
To use our referral option while logged into Holistiplan, first click on your name in the top right corner of the page to open a drop-down menu. Then, select "My Account / Password" and scroll down to the bottom of the page where you will see a navy blue "Refer a Friend" button.
You will then be directed to a page where you can enter your information as well as your friend's information to help them get started with Holistiplan. Once the process is complete, we will send you a $200 gift card, and your friend will receive a 10% off discount to their new subscription as long as they choose to subscribe at the Premium level!