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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:

  1. Irregular/variable income: Creators often have irregular income streams, with earnings that can fluctuate widely from year to year. This can make it difficult to budget and plan for expenses, as well as to save for long-term goals such as retirement. Cash flow management becomes critical.
  2. Self-employment taxes: Creators are typically self-employed, which means they are responsible for paying self-employment taxes. This can be a significant expense and administrative time-suck, and creators may need to set aside a portion of their income to cover these taxes or risk avoidable financial problems. Planning can help.
  3. Lack of employer benefits: Creators are often self-employed entrepreneurs or work as independent contractors, which means they don't have access to employer-sponsored benefits such as health insurance, retirement plans, and paid time off. This can make it challenging to manage expenses and plan for the future.
  4. Intellectual property issues: Creators often rely on their intellectual property, such as copyrights and trademarks, to generate income. However, protecting and monetizing intellectual property can be complex and require specialized legal and financial experience. Our networks can help.
  5. Feeling like you don't know where to start: Creators and other entrepreneurs can wind up feeling like it's too late to start, or that they don't know how to take control of their financial situation. We have a simple belief system and process to guide you.
  6. Potentially limited financial history: Like other high-earners, creators may have limited experience managing complex finances, especially if they've focused primarily on their creative work. This can make it challenging to navigate complex financial issues and make informed decisions about investments, insurance, taxes, and other financial matters.
  7. Time constraints: Creators often have busy schedules and may prioritize their creative work over financial planning and management. This can make it difficult to devote the time and attention needed to develop and implement a comprehensive financial plan.
  8. Limited access to traditional financial services: Traditional financial institutions may be hesitant to work with creators, especially those who have irregular income streams or do not have a long credit history. This can make it difficult for creators to access credit or other financial products.
  9. Investment options: Creators may have unique investment needs and preferences, and may be interested in investing in non-traditional assets. You also might feel inundated with investment opportunities that may not be suitable for your goals and risk tolerance. We can help you evaluate where these kinds of opportunities fit within the context of your entire plan, and we can help you understand the risks and other considerations that come along with them.

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.

A Different Kind of Practice

A Different Kind of Practice

"Holistic" means we can meet you wherever you are in your journey.

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Our Mission and Values

Our Mission and Values

There are no magic tricks - we educate and consult. This is how we work.

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You Are a Business, so Think Like One

You Are a Business, so Think Like One

Why it pays to think of yourself more like a business.

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