Services & Fees

Artisan Financial Planning provides Financial Planning, Investment Management, and College & Student Loan Planning for professional musicians and their families.

A comprehensive financial plan can help you navigate all aspects of your financial life, which in turn can help you achieve a great level of joy and satisfaction as a musician. A career in music can be incredibly fulfilling, but can also come with stress and anxiety about money.

Financial Planning

Our approach helps you take control of your finances and enjoy the freedom that comes from knowing that you have a plan. We also help you navigate the situations and challenges unique to professional musicians such as freelance work vs W-2, health insurance, disability and life insurance, budgeting and irregular cash flow, multiple sources of income, and even financial challenges related to career advancement and longevity.

Investment Management

Investing can seem mysterious and scary to many people. There is so much jargon and so much information available that it can be difficult to understand what to make of it.

Because of this, it's important to be intentional about your investing and have a clear philosophy behind it. You deserve to feel comfortable and optimistic about your investments. With a clear strategy and disciplined approach, we will help ensure that your investments are on track with your financial plan so that all components of your financial life are "playing from the same score."

Read more about our Investment Principles.

College & Student Loan Planning

Understanding how to plan for college and navigate student loans can be stressful. We understand that planning for the future of your children is important. As a Certified College Financial Consultant (CCFC) firm, we walk with you along your journey and help chart a successful path for college and for handling student loans as part of your overall plan.

Fees

Comprehensive Financial Planning

  • $2,850 / First Year
  • $450 upfront with $200 monthly subscription model
  • $200 monthly fee/no recurring upfront fee after first year

Investment Management
  • $0 - $250,000 – 0.95% Annually
  • $250,001 - $500,000 – 0.85% Annually
  • $500,001 - $1,000,000 – 0.75% Annually
  • $1,000,001 – $3,000,000 – 0.65% Annually
  • $3,000,001 AND ABOVE – 0.55% Annually

Fee is billed quarterly in arrears

College Synopsis
  • Fee is $499 as a standalone service (includes both meetings and our research in between)
  • Interested in the actual cost of college or how much you should save now for your child’s education? Need help navigating the student loan maze? Or, how to decide whether consolidation, refinancing, or a loan forgiveness program is right for you?
  • Over the course of two 45-minute meetings we will report on up to 10 of your college choices, provide education financial planning and/or student loan repayment strategies.