About Us
We built this firm for people like you.
At Holistiq Planning, we believe your financial life deserves more than a checklist. We take time to understand your goals, your concerns, and your vision for the future. Then, we build a financial plan and strategies that reflects who you are and your Wealth Vision.
Founded by Dedrick Adell, Holistiq Planning was created for people who think differently about money. Our clients don't want to be put in a box. They want clarity, intention, and a financial partner who listens before offering a single recommendation.
We don't lead with products. We lead with questions. We don't offer solutions that don't fit. And we never approach a relationship as a transaction.
"We don't lead with products. We lead with questions."
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Q Our Story
Why the "Q"?
The name says it all, and the spelling is intentional. The "Q" in Holistiq represents the uniqueness we bring to every client relationship and the uniqueness we see in every client we serve.
In a world of cookie-cutter financial plans, we made a deliberate choice to be different. We take the time to look at your complete picture, ask the questions others skip, and build something that is entirely, unmistakably yours.
Dedrick Adell founded Holistiq Planning with a conviction that financial planning needed a new approach: one built on listening, education, and genuine partnership. Drawing from his military background and years of experience, Dedrick built a firm that treats clients as individuals, not just portfolios.
The "Q" is our promise: that you will always receive something customized, intentional, and designed specifically for your life.
Who We Serve
We don't serve everyone.
We serve you.
Physicians & Medical Professionals
Doctors often face complex financial lives, high income, student debt, and limited time. We help bring order and intention to your financial picture so you can focus on what you do best.
Business Owners & Entrepreneurs
From managing cash flow and taxes to planning for long-term growth, business owners need an advisor who understands their world. Many of our business owner clients came to us overpaying in taxes. That's why we always work to analyze and strategize to help change that.
Veterans & Military Families
Dedrick's military background isn't just part of his story, it's the foundation of a genuine connection with veterans and their families. These relationships are personal, not just professional.
Big-Picture Thinkers
Some clients don't fit neatly into a category. They simply know they want a planning experience that respects their intelligence, honors their individuality, and rises to their ambitions.
Why Holistiq
A Different Kind of Experience.
We Begin With the End
We Ask the Hard Questions
We Are Totally Honest
We Coordinate Everything
We Customize. Always.
We Serve a Specific Client
We Begin With the End
Before we talk numbers, we ask: where do you see yourself in future years? We help you develop a clear Wealth Vision before building anything.
Every Dollar Has a Purpose
What We Actually Do.
Many financial plans aren't really plans at all. They're a collection of accounts, policies, and conversations that may not have been developed as part of a comprehensive strategy.
At Holistiq Planning, that changes.
We use a structured six-step process to take your financial life from fragmented to aligned. We start by understanding your Wealth Vision: where you want to go, what you want your money to accomplish, and what's been standing in the way. Then we organize, analyze, and build to help coordinate every piece of your financial picture, investments, taxes, legacy planning, into one unified plan that actually reflects your life.
And because your life doesn't stay the same, neither does your plan.
The Holistiq Planning Architect
01
WealthVision Discovery
Clarifying Your Goals, Values & Financial Direction
02
ClarityMap Organization
Creating a Complete Picture of Your Financial Life
03
HolistiQ Analysis
Uncovering Risks, Blind Spots & Opportunities
04
BlueprintQ Integration
Building Your Unified Financial Plan
05
ActionQ Implementation
Turning Strategy Into Coordinated Action
06
EvolveQ Review
Monitoring, Protecting & Elevating Your Plan
You have a Holistiq Advisor.
When it comes to planning your financial future, you are not on your own.
