We love Holistiplan.

To keep our group plan sustainable and fair, each of us can help share the cost and track our households. One simple Notion board keeps us current, open, and coordinated. This system lets us contribute toward households at the lowest cost-per-household. Our bulk pricing is at $20 per active household.

The Notion Board

[ view the board ]

Database name: Holistiplan power users

Properties (columns):

• Advisor (Person) – that’s you
• Status (Select) – are you an active user?
• Households (#) – number of active households you’ve created in Holistiplan
• Contributed (Button) – click this Button each time to submit a payment
• Last contribution (Date) – when you ran it, this will be automated
• Notes (Text) – quick context or special notes if you have any