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financial advice for artists & creatives
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When you march to the beat of your own drum, you might not fit neatly in the same boxes as everyone else. No problem! We take your unique vision for a good life as the starting point for every conversation, decision, and action we take together.

We offer three levels of financial advice to help you at each stage of your journey, as well as sustainable investment management for select individuals.

Financial Coaching Session
Get orientation & direction​
  • Answers to your most pressing questions
  • All of your most important info organized in one place
  • Identify where to focus your efforts in the next 6-12 months
  • 3 months of text support from your advisor

Low commitment

Great for DIYers

One-Time
Financial Plan
Everything from Financial Coaching, plus:
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  • Build a sustainable cash flow system (even with lumpy income)
  • Get oriented to your financial reality
  • Creating an action plan for your top 2-3 priorities
  • Explore tax saving opportunities
  • Investment plan review & advice
  • Retirement saving reality check
  • Risk & insurance review
  • Identifying opportunities & blind spots
  • One month of free implementation help

2-3 month commitment

Ongoing
Financial Planning
Everything from a One-Time Financial Plan, plus:
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  • Ongoing implementation help throughout the year
  • Meetings whenever you need them
  • Proactive tax planning
  • Professional investment management
  • Monthly reminders to keep you on track
  • Help spotting end-of-year tax opportunities
  • Direct communication with your CPA and other professionals
  • Cash reserves analysis
  • Access to budgeting software
  • Debt repayment strategies
  • Help reviewing & updating your estate plan
  • Annual financial independence progress check

Ongoing commitment

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