- Help Center
- Holistiplan Basics
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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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Billing and Subscription Information
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Tax Report Information
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Scenario Analysis Information
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Tax Letter Information
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Insurance Risk Management
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Security
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Explainer Reports
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Cash Flow (beta)
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Integrations
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Roth Projection Tool
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2025 Pricing
How do I contact Support?
You can go to the "Contact Support" button located at the top of almost every page and get in touch with the Support team that way!
Due to the number of inquiries received on a daily basis, we do not presently offer 1-on-1 Phone Support, however, we are available by email to quickly answer your questions. You can do so by navigating to the upper right-hand side and selecting the "Contact Support" option. We advise you do so within the feature or scenario you have a question on since this will give us a direct link and help give context to the question you have for us!