Featured in & Trusted By
Who We Serve
We Serve Content Creators,
Influencers, and Creative Freelancers
Whether you're a YouTuber, TikToker, Instagram influencer, Twitch streamer, or creator coach, Moonshot Planning specializes in financial advisory services for the creator economy. We provide tax planning, investing guidance, and comprehensive financial planning for content creators, influencers, and creative entrepreneurs across all platforms.
What We Offer
Finally, a Financial Advisor Who Gets
Why Creators Have 7 Income Streams
Questions Creators are Asking
Your Questions.
Our Answers.
How do I know if I'm a good fit?
You’re a great fit if you’re a self‑employed content creator, influencer, or creative freelancer earning real money from your craft and tired of guessing about taxes and cash flow. You're a great fit if: → You're self-employed and earning real money from your craft → You're tired of guessing what to set aside for taxes → You want to feel confident, not confused, about your finances Creators are our specialty, but we also work with freelancers, business owners, and anyone who's ever asked themselves, "Wait, I owe HOW MUCH in taxes?!'
What does working together look like?
Here When You Need Us We start with a financial wellness check to understand your income, expenses, taxes, and goals, then build a tailored plan around them. From there, we meet regularly (often quarterly) to adjust for new deals, launches, clients, or life changes, so your plan always matches your reality. Learn more about our financial planning process for content creators.
What will it cost to work with you?
Transparent Pricing Most clients pay a flat ongoing planning fee that's billed monthly, depending on the scope of work. The exact amount depends on your situation and the services you require, and it’s always discussed upfront so that there are no surprises. Most new creators start around $200-$300 per month. Six-figure businesses are typically $500-$700 per month. The exact fee depends on complexity, but you can learn more on our pricing page.
How much time will this require each month?
We Handle Most We handle the heavy lifting, but you make the decisions. Most clients spend less than an hour every month reviewing their plan budget, and responding to our requests. We do meet every quarter, which adds about 1 additional hour every four months.
Do you only help content creators?
We are all-inclusive! Creators are a huge part of our community, but not the only ones. Moonshot works with self-employed individuals who earn their living online or through their own businesses, including content creators, influencers, models, web and graphic designers, brand strategists, coaches, and other freelancers. If you have irregular income, 1099s, and multiple income streams, you’re in the right place. If you've ever Googled "How much to set aside for taxes" at midnight, you're our people.
How are you paid?
Fee-Only Fiduciary Advisors Moonshot is a fee-only fiduciary firm, which means clients are the only ones who pay us. There are no commissions, kickbacks, or product sales, just transparent planning and investment fees you see in writing before we start. Explore our pricing for influencers on platforms like YouTube, Instagram, TikTok, and more.
What makes you different from other advisors?
Unlike most advisors, we are creators ourselves and run a business built specifically around the creator economy. We've dealt with the same quarterly tax panic, the same "how do I open a retirement account" questions, and the same "is this trip deductible?" questions you're facing right now. That's why Moonshot exists. We create content for influencers, creators, and other creative freelancers on our social media account. Take a look.
Do you work with people outside of California?
Yes, we work virtually with content creators, influencers, and freelancers across the United States. We’re based in Montclair, CA and regularly meet with clients in Los Angeles, Orange County, and San Diego—plus creators nationwide over Zoom. More questions? Click here.