spoiler: retreats + going deep on your values
a creative('s) approach to planning
we work with:
talented, super-cool creative types + their partners + families
who
are looking to align their values to their finances
might be crypto-curious
want to stabilize their cash flow
sound like you?
The Retreats
exploring who you are outside of Excel.
Designed as a deeply personal exploration, we’ll meet for two full day retreats, one month apart.
A specially chosen, comfortable and private space near you.
Together we will discover your perspectives and preferences and get a clear picture of the state of your resources. I will guide you to insights about yourself, where you want to go, and how to get there.
At the conclusion, you will have a vision of what a rich life means to you and a comprehensive, uniquely pesonalized financial plan to back it up.
You can choose to continue into an ongoing partnership. Together we will get our hands dirty, getting into the nitty gritty of organizing your financial situation. We will put your plan into action and keep it running smoothly through whatever life throws at you.
Your plan is a living, breathing document. It will change just as you do!
We’ll be here to support you along the way through quarterly meetings, each with a seasonal theme.
Some of our faaaaavorite topics:
INVESTMENT ADVICE
How can I make my money work for me now and in the future?
CASH FLOW
How can I stabilize my cash flow so I can enjoy life now while still taking care of future me?
RETIREMENT
How can I build a foundation for financial independence?
TAXES
How can I reduce taxes to have the freedom to use these funds as I like?
ESTATE PLANNING
How can I communicate my wishes and provide peace of mind to my loved ones if I become incapacitated or pass away?
MANAGING RISK
How can I protect myself and my close ones from the unexpected?
