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AI Visibility Scorecard
Holistic Planning
useholisticplanning.com · Finance & Insurance
Somewhat visible. AI bots can read Holistic Planning, but it is missing the structured signals that push citation rate above competitors.
Monitoring for AI engine activity
In the Engagemii AEO index
#187,015 of 754,717 in Finance & Insurance for AI visibility
5.1
/10
AEO Score
About Holistic Planning
from our crawl and measurement
Holistic Planning describes itself simply: "Independent financial advice with a planning-first process. We bring together Estate, Tax, and Financial Planning into one seamless experience." Its AI visibility score is 5.1 out of 10: the engines can find it, but they do not have much to hold on to.
Our crawl found structured data on the page (WebPage, BreadcrumbList, WebSite), a sitemap and a readable heading structure. It is missing an llms.txt file.
The 6 signals AI reads
Higher is better · 0-10
Structured Data
8
Organization / LocalBusiness JSON-LD that AI can read.
Content Structure
10
Clear headings and answer-style content.
Entity Clarity
7
How clearly your brand identity reads to AI.
E-E-A-T Signals
Experience, Expertise, Authority, Trust
6
Experience, Expertise, Authority, Trust markers.
Technical AEO
7
robots.txt, llms.txt, and AI-bot crawl access.
AI Discoverability
10
Sitemaps and entity links AI can follow.
Off-page authority
How the web signals your brand to AI
Backlinks
1
Inbound links from other sites.
Domain Authority
0
Little domain authority yet.
Reference Presence
0
Not in AI knowledge graphs yet.
News & Press
0
No press coverage found yet.
Community
0
No community discussion yet.
Social Mentions
0
No social discussion found yet.
What this score means
Your AEO score measures whether AI search engines - ChatGPT, Claude, Perplexity, Gemini - can actually read your site and cite it in answers. Roughly two-thirds of sites are invisible to them. At 5.1/10, Holistic Planning has a working base to build on - fixable, and the signals above are where to start.
Is this your brand?
The exact fixes for Holistic Planning
Which AI engines already crawl you
Weekly ChatGPT & Claude citation tracking
How to Get Your Brand Cited by ChatGPT, Gemini, and Claude: The Complete AEO Guide
The search landscape has fundamentally shifted. While Google still dominates, millions of users now ask questions to ChatGPT, Gemini, and Claude instead of typing into a search bar.
Continue reading in your free Engagemii portalFree signup unlocks the full article plus your personalized AEO fix list for Holistic Planning.
Source & Attribution
Scored by Engagemii on August 29, 2026. Methodology: engagemii.com/aeo/methodology
Source URL: https://engagemii.com/aeo/brands/useholisticplanning
Cite this score: Engagemii (2026). "AEO Score for Holistic Planning." Retrieved from https://engagemii.com/aeo/brands/useholisticplanning
Licensed under CC BY 4.0. You may reuse this data with attribution: a visible link to engagemii.com.
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