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As a successful creator, you likely face several financial planning challenges due to the unique nature of your work.
Some traditional advisors may not understand your business model or what you do (to paraphrase a client "I can't explain to my mom what it is I do, how am I going to call one of these guys?!") They may only want to work within their typical process in a way that doesn't take into account your situation and what you want to accomplish.
As a successful creator, you may share the challenges of other high-income earners and business owners. You may also have some challenges specific to your role, which we understand and can help guide you on:
Successful creators can benefit from working with wealth management advisors who understands the unique challenges and opportunities of their profession. Our professional team can help you develop a customized financial plan that takes into account your variable income, intellectual property, and other factors, as well as help you build financial literacy and make informed decisions about your finances.
"Holistic" means we can meet you wherever you are in your journey.
There are no magic tricks - we educate and consult. This is how we work.
Why it pays to think of yourself more like a business.