Smarter, Faster, and more personalized Financial Planning
Tonka Financial is proud offer Holistiplan, a comprehensive financial planning tool empowering you to create a life that your family can share.
Marginal Tax Bracket Breakdown
Capital Gains & Losses
Modified Adjusted Gross Income (MAGI) Tiers
Medicare Premiums
Client Observations
Our Values
Get extraordinary income insights with Tax Explainer
See how much your income is taxed and why with Holistiplan's interactive tool detailing all income sources, AGI, and above-and-below the line deductions. You’ll see the repercussions of marginal rates, be able to be more proficient in delineating differing percentages taxed, and tap into the origin of your refund.
Range Calculator
Project the impact of $1,000 increments on your income or capital gains.
Scenario Modeling
Model custom scenarios from retirement plans to equity compensation.
QCD Explainer
Find the age minimums and donation maximums for eligible Qualified Charitable Donations.
DAF Explainer
Calibrate client contributions while grasping the mechanics and potential of a Donor Advised Fund.
ROTH Explainer
From tax-deferred accounts to rate of return, welcome to all the context and content you need regarding ROTH conversions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.