CFP® For Creators
From Chaotic Creator Income to Predictable Financial Freedom
100K+ followers, brand deals flowing in, but behind the scenes? Tax panic, inconsistent income, and zero retirement plan. We fix that.
Free Financial Health Check
Creator Challenges
What is Keeping
Creators Up at Night
You're pulling in $150K+ from brand deals, AdSense, sponsorships, or other means. But $40K is sitting in savings, because you don't know what to do with it. Your tax bill terrifies you. And your W-2 friends with their 401(k) matches make you feel like you're falling behind.
Fluctuating & Inconsistent Income
$10K brand deal one month. $1,200 the next. No idea what's coming. The rollercoaster is exhausting and expensive.
Quarterly
Tax Panic
You made $150K last year but didn't set anything aside. Now you owe $35K to the IRS, and you're scared. No one teaches you how to handle taxes, and the penalties can be brutal.
Read the Case Study
Your Friends Get 401(k) Matches While You Get Nothing
You make $100K but have no retirement plan. Your W-2 friends get $5K/year in free employer matches. You get nothing, and no one's shown you how creators build wealth without a corporate safety net.
Read the Case Study
Analysis Paralysis with Investing
$40K earning 0.5% in savings while inflation runs at 3%. Index funds? Crypto? You're frozen. Meanwhile, your money loses value every single day.
Read the Case Study
Every Content Creator
How We Help
All Creators
You're crushing it on camera, but behind the scenes? The money stress is real. Irregular income, quarterly tax panic, and tracking your goals, we get it. Here are the challenges we help creators solve every day.
Questions We Answer for
Instagram Creators
How much should I set aside for taxes from this $10K brand deal?
Should I structure as an LLC or stay a sole prop when I hit $75K in brand deals?
Can I invest in a SEP-IRA while still setting aside enough for quarterly taxes?
Questions We Answer for
YouTube Creators
My AdSense swings from $2K to $10K, how do I budget for that?
How do I calculate quarterly taxes with 6 different income streams?
Does forming an S-corp actually save me money, or is it overkill?
Questions We Answer for
TikTok Creators
What percentage of brand deal income should I set aside for taxes?
How do I plan for retirement when I'm only 24 and income is all over the place?
How much should I spend on content vs. saving for the future?
Questions We Answer for
Twitch Streamers
Can I contribute to a retirement plan even with inconsistent income?
How do I invest for retirement when my income swings month to month?
Should I set up an LLC or S-corp for my streaming business?
Questions We Answer for
UGC Creators
What percentage of revenue should go to taxes, savings, and reinvestment?
How do I separate personal and business finances as a UGC creator?
How do I handle cash flow when brands pay me Net-30 or Net-60?
Questions We Answer for
Podcasters
How do my cohost and I split income, expenses, and taxes fairly?
Should we get healthcare through the business or personally?
Can we each contribute to retirement plans, or do we need one joint plan?
Our Solutions
Solving Financial Problems
for Creators Like You
Never wonder if you can afford that gear upgrade again. Track irregular income, and set aside taxes automatically.
Know what you owe before the deadline. Maximize deductions. Eliminate surprise bills.
Build wealth while cutting your tax bill. We'll tell you which account fits your income, how much to contribute, and how to invest it.
House down payment? New camera? Hiring an editor? Track your business and personal goals in one place.
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Financial
Planning
Planning
An elegant design you won't be able to look away from and a plan that'll inspire you to chase your moonshot.
Tax
Planning
Planning
Taxes are y biggest expense. We help you prepare and plan to avoid surprisewhile minimizing the lifetime bill as much as possible.
Cash Flow
Analysis
Analysis
Not only is it important to understand where your money is being spent, but it's equally important to ensure we have a plan for every dollar that enters your army of dollar bills.
Business
Planning
Planning
We help remove some of the stress for you, the Chief Everything Officer, by helping you plan for taxes, build an emergency fund, or position for a potential exit.
Investment
Management
Management
We believe in low-cost and tax-efficient portfolios that'll support your goals from starting a business to funding your child's education.
Financial
Wellness Check
Wellness Check
A doctor can't create a health plan without understanding your vitals. We can't create a financial plan without understanding your financial vitals.
Creator Cash Flow System
Quarterly Tax Plan
Retirement Plan Implementation
& Management
& Management
Goal Planning & Tracking
Think You Have Your Finances Figured Out?
Let's Check. (It's Free.)
Try a free Financial Health Check. We'll audit your current setup, show you what you're leaving on the table (usually $5K-$15K in tax savings), and give you a clear action plan. Zero obligation. Book below.