We are currently accepting new clients and look for a positive attitude and kind heart more than a specific dollar figure.
While we do not maintain investment ‘minimums’, we do recommend you have an account of at least $25,000 or will invest that amount soon with the goal of becoming financially confident.
Some areas we can assist individuals and families:
Whether your business is a solo or mature business, we can assist with structuring your group retirement plan and executive benefits. Here are some areas we can assist:
Building something big? We can come alongside startups & entrepreneurs to offer consulting, group retirement planning that scales, and personal financial management for busy entrepreneurs.
Here are some ways we can help Startups:
Here are some ways we can help Entrepreneurs:
Our professional understanding of entertainment industry clients including agents, managers, and talent allows us to seamlessly integrate into an existing team structure.
We assist actors, producers, directors, agents and more within the entertainment industry with building a financial plan, managing investments, and reporting back on your schedule.
Whether you're preparing or already married, we have created a proprietary financial coaching process to help you get started working together toward your financial future.
Finances can be a blessing or burden within your marriage and we're here to help you develop a custom plan for saving, spending, communicating, combining assets, and staying on the same page.