We are fee-only financial planners.

We serve LGBTQ+ creatives in entertainment & Progressives.

 

With our human-centered approach to financial planning⁠—paired with intentional business and investment management services—we provide everything you need to plan for financial stability in one place.

 

who are our clients?

Our typical client is 30 to 50 years old with an average age of 44. They are mid-career with an annual household income of $200,000+ and finally starting to experience the rich rewards of years of grinding. They oftentimes have overcome adversity and are frequently the first in their family to achieve their respective level of financial success.

The majority of our clients work in creative fields, particularly entertainment. We also work with a select group of clients who are intentionally redistributing earned or inherited wealth.

We might be a good fit if you:

  • Want to align your values with your resources be it money, time, or skills

  • Recognize your time is valuable and prefer to delegate

  • Are looking for an ongoing, collaborative partner & sounding board

  • Want to give back to your communities

  • Have no interest in maintaining a budget (who really does?!)

 

ONGOING Financial Planning

To get where you want to go, you’ll need a custom roadmap that’s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future. 

 
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Investment Management

 

As an investor, you have the ability to effectively “put your money where your mouth is” by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals.

 

Business Management

If you are looking to outsource the day-to-day operations of your business, we are here to help. These related services—including tax planning, payroll processing, and monthly bookkeeping⁠—are available exclusively to our financial planning clients.