All services begin through your client portal. Appointments are scheduled after intake.
Start all services through your Client Portal
Complete your intake form, upload documents, and track progress — all in one place. Scheduling happens after intake via Calendly.
Service Type Key
HFH Direct Service
Services performed directly by Holmes Financial Hub.
Trusted Partner Service
Provided by vetted professionals we know and trust.
Affiliate Resource
Third-party products or services that may benefit clients.
Educational Resource
Information, guides, tools, and learning materials.
Every service card shows a "starting at" price. Final pricing is confirmed after we review your intake and documents — no surprises.
*Payment plans available for qualifying services — ask your advisor during your consultation.
Simple returns to complex filings — we maximize your refund.
Service Type: 🟦 HFH Direct Service
Complete your intake through your client portal. We will reach out to schedule your prep session.
Start Tax Intake in Your PortalMobile notarization — we come to your home, workplace, or a location of your choice.
Service Type: 🟦 HFH Direct Service
Valid government-issued photo ID required. Travel/mileage fees may apply.
Start Notary IntakeFast authentication for international document use.
Service Type: 🟦 HFH Direct Service
Submit your request through the client portal and we handle the rest with the Secretary of State.
Start Apostille Intake in Your PortalInclusive, heartfelt ceremonies — love is love.
Service Type: 🟦 HFH Direct Service
Couples must have a valid California marriage license. Deposits are non-refundable but transferable.
Start Wedding IntakeCompliant, in-person I-9 verification & immigration support.
Service Type: 🟦 HFH Direct Service
In-person only — no remote I-9 verification. Not a legal advice service.
Start Immigration Intake in Your PortalHome purchase and refinance lending through our trusted partner.
Service Type: 🤝 Trusted Partner Service
Holmes Financial Hub partners with vetted professionals to provide this service. HFH coordinates the introduction and remains your point of contact when appropriate.
HFH coordinates the introduction; the lending partner handles all loan origination and licensing.
Request an IntroductionHome equity line of credit strategies through our trusted partner.
Service Type: 🤝 Trusted Partner Service
Holmes Financial Hub partners with vetted professionals to provide this service. HFH coordinates the introduction and remains your point of contact when appropriate.
HELOC terms are set by the lending partner. HFH helps you prepare and stay organized through the process.
Request an IntroductionHelping you prepare today to protect your family's tomorrow.
Service Type: 🤝 Trusted Partner Service
Holmes Financial Hub partners with vetted professionals to provide this service. HFH coordinates the introduction and remains your point of contact when appropriate.
Estate-planning documents are prepared through our RELAX Estate partnership. HFH is not a law firm and does not provide legal advice or legal representation.
Get Started with Estate PlanningStep-by-step guide to building and protecting your credit.
Service Type: 📚 Educational Resource
Self-guided educational guides and resources provided by Holmes Financial Hub to support your financial journey.
Educational content only — not a guarantee of specific credit results.
Access GuideChoose and form the right entity for your business.
Service Type: 📚 Educational Resource
Self-guided educational guides and resources provided by Holmes Financial Hub to support your financial journey.
Educational content only — legal formation documents should be reviewed by a licensed business attorney.
Access GuideLearn how home equity lines of credit work before you borrow.
Service Type: 📚 Educational Resource
Self-guided educational guides and resources provided by Holmes Financial Hub to support your financial journey.
Educational content only — lending terms are set by the lender at application.
Access GuideCommunity and nonprofit resources we trust.
Service Type: 📚 Educational Resource
Self-guided educational guides and resources provided by Holmes Financial Hub to support your financial journey.
Resources are shared for referral purposes only. HFH does not control third-party nonprofit eligibility.
Access GuideA personalized financial assessment, actionable plan, and ongoing progress tracking through your HFH Accountability Dashboard.
Service Type: 🟦 HFH Direct Service
Pricing is determined by HFH and provided following your consultation. Dashboard access is activated once HFH confirms your enrollment.
Start Financial Plan IntakeFor urgent same-day requests, call or text 209-227-3923.