Follow Your Muse.

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

Featured in:
Logo for NerdWallet


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


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 

Logo for Dimensional
Logo for CCFC
Logo for FPA
Logo for NAPFA
Logo for XYPN
Logo for CFP
Logo for Altruist
Logo for charles schwab
Logo for ADPA
Logo for fee only
Logo for DACFP