CFP® for Creative Freelancers
Stop Living Project-to-Project.
Start Building Real Wealth.
Your creative work demands focus. Your finances demand attention. Let us handle one, so your mind is clear for the other.
Creator Challenges
What is Keeping
Freelancers Up at Night
You're great at your craft. You're probably even good at running your business. But managing irregular cash flow, optimizing taxes, and building wealth? That's a different skill set. One we specialize in.
What We Offer
Solving Financial Problems
for Creators Like You
Common Financial Questions
How much am I supposed to set aside for taxes?
Ongoing Planning Yes, you do sign a 12-month contract that transitions to a month-to-month contract after the first 12 months.
How do I plan for my inconsistent income?
Flexible Options You're welcome to switch plans annually. Between annual reviews, changes are handled on a case-by-case basis. After all, we're here to improve your financial position and confidence, not harm it.
I know I need to invest for my retirement, but what are my options?
Human First Approach This isn't a cut-and-dried contract. We're human, you're human, and sometimes life just happens. With that said, we'll work with you when it comes to this. I said it once, and I'll say it again: after all, we're here to improve your financial position and confidence, not harm it. Most new creators start around $200-$300 per month. Six-figure businesses are typically $500-$700 per month. The exact fee depends on complexity, but you can learn more on our pricing page.
What can I actually deduct on my tax return?
We Help You Save Not File No—we do tax planning (strategies to minimize what you owe). We work alongside your CPA or can refer you to one.
What are the best ways to save money on taxes as a creator?
Fee-Only Approach No. Your monthly fee covers everything listed in your plan. Investment accounts have minimal fund fees (industry standard), but no additional advisor fees.