Follow Your Muse.

Flat-fee Financial Planning For Musicians, Performing Artists & Creatives

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Vision

To educate and serve musicians, performing artists and creatives through personalized financial advice and investment management to live their best life today and tomorrow.

Mission

To bring exceptional and affordable financial advice and investment management services to clients typically underserved by financial advisors one household at a time.

Core Values

Collaboration - foster partnerships with our clients that empowers them to take an active role in shaping their financial futures.

Empathy - listen and understand each client's unique circumstances, goals and values and provide a safe space where they can openly share their financial vulnerabilities.

Inclusion - provide access to comprehensive financial planning and investment services where our clients’ identities and backgrounds are welcome and celebrated.

Transparency - be open and honest about each aspect of our client/advisor relationships. 

We believe that everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. We can meet locally or virtually.

COntact Us 

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