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Holistic Planning | Financial planning with purpose | Fiduciary Financial Advisors — 18 websites ranked by shared content topics, category and on-page relevance.

Each result shows its full tech stack, contacts and AI-policy — not just a name · Browse all sites in Financial Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
useholisticplanning.com ↗	100 match 1 shared topics	Holistic Planning \| Financial planning with purpose \| Fiduciary Financial Advisors	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
luteswealthplanning.com ↗	80 match 1 shared topics	Lutes Wealth Planning \| Financial Advisor, Financial Planning	US~ en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
cummingswealth.net ↗	77 match 1 shared topics	Financial Planning \| Financial Advisor \| Stuart, FL	US~ en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
altairfp.co.uk ↗	77 match 1 shared topics	Altair Financial Planning Ltd \| Financial Adviser \| St. Albans	GB en	financial-planning	robotsllmsaihumans	emailphone	none
sammutwealth.com ↗	77 match 1 shared topics	Charleston, SC \| Fiduciary Financial Planning — Executive Financial Planning	en	financial-planning WordPress	robotsllmsaihumans	email phone	none
medicaldentalfps.co.uk ↗	76 match 1 shared topics	Medical Financial Planning \| Dental Financial Planning	GB en	financial-planning	robotsllmsaihumans	emailphone	none
ballastplan.com ↗	76 match 1 shared topics	Ballast – Financial Advisor, Lexington, KY \| Financial Planning	en	financial-planning WordPress	robots llmsaihumans	email phone	none
desertfinancialplan.com ↗	76 match 1 shared topics	Desert Financial Planning \| Comprehensive Financial Planning	en	financial-planning Wix	robots llmsaihumans	emailphone	none
rpgwealthmanagement.co.uk ↗	76 match 1 shared topics	RPG \| Chartered Financial Planners \| Financial Advice \| UK	GB en	financial-planning WordPress	robotsllmsaihumans	email phone	none
rpgwealth.co.uk ↗	76 match 1 shared topics	RPG \| Chartered Financial Planners \| Financial Advice \| UK	GB en	financial-planning WordPress	robotsllmsaihumans	email phone	none
cascarafp.com ↗	75 match 1 shared topics	Fee-Only Fiduciary Financial Planner \| Cascara Financial Planning \| Lake Oswego OR	en	financial-planning Squarespace Magento	robotsllmsaihumans	emailphone	none
accesswealthadvisors.com ↗	75 match 1 shared topics	Access Wealth Advisors \| Spokane Financial Advisor \| Financial Planning Firm	US~ en	financial-planning	robotsllmsaihumans	email phone	none
discoveryfinancialadvisors.com ↗	75 match 1 shared topics	Wealth Management \| Financial Services \| Financial Planning \| Financial Advisor, Ada, MI	US~ en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
jmrfinancialservices.com ↗	75 match 1 shared topics	Wealth Management \| Financial Services \| Financial Planning \| Financial Advisor, Purchase	US~ en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
perennialwealth.co.uk ↗	75 match 1 shared topics	Financial Planning - Perennial Wealth - Financial Adviser	GB en	financial-planning WordPress	robotsllmsaihumans	email phone	none
agilelife.uk ↗	75 match 1 shared topics	Agile Life Financial Planning \| Financial Adviser \| Brighton & Hove	GB en	financial-planning	robotsllmsaihumans	emailphone	none
desmoinesrothirainfo.com ↗	75 match 1 shared topics	Financial planning for people who want holistic financial advice.	en	financial-planning	robotsllmsaihumans	emailphone	none
johnbaileyfinancial.com ↗	75 match 1 shared topics	John Bailey Financial \| Financial Advisor	US~ en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none

How the match score works

Each match is a 0–100 similarity score — the higher it is, the more two sites resemble one another. It’s computed automatically from our own crawl data (never from what a site says about itself) by combining several independent signals, so a high score means several of them point the same way:

shared topics how many of the same fine‑grained content topics (IAB sub‑categories) both sites cover — the main signal.
same category whether they sit in the same business / industry category.
content & title how closely their titles and page descriptions line up in wording and meaning.

No single signal decides the result — they’re blended together. Treat the score as a way to rank candidates rather than an absolute percentage; the chips on each result show which signals contributed.