CFP® For Creative Freelancers

Stop Living Project-to-Project.
Start Building Real Wealth.

Your creative work demands focus. Your finances demand attention. Let us handle one, so your mind is clear for the other.

Free Financial Health Check

Creative freelancer videographer filming professional content with camera equipment representing financial planning for freelancers

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Freelancer Challenges

What is Keeping
Freelancers Up at Night

You're great at your craft. You're probably even good at running your business. But managing irregular cash flow, optimizing taxes, and building wealth? That's a different skill set. One we specialize in.

Client Payment Delays & Cash Flow Gaps

Finished a $15K project in November. Client pays in January. Your mortgage? Due next week. You've got $3K in checking. Net-60 terms aren't just annoying—they're suffucating.

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.

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No Retirement Plan

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You're making $200K/year, but you have no idea how to invest for retirement. Your friend? They get 5% employer matches. You're scared you'll blow this opportunity and have nothing to show for your hard work.

No Employee Benefits, Including Health Insurance

No health insurance through work, no paid time off, no one to fall back on. You're paying $800/month for marketplace insurance with a $7K deductible. And if you don't know how to navigate it? The IRS penalizes you for not having coverage.

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Business & Personal Finances Tangled

Your business income goes into your personal checking. You buy coffee on your business card. Your home office write-off is a guess. Come tax time, you're scrambling through receipts trying to figure out what's deductible.

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No Business Safety Net

A client stops paying mid-project. Your laptop dies, and you need $3K for a replacement. You get sick for three weeks, and income drops to zero. Without an emergency fund or business safety net, you're one disaster away from losing everything you've built.

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All Creatives

How We Help
All Creative Freelancers

Whether you're designing websites or building brands, one truth holds: creative freelancing pays well, but the financial side is messy. Cash flow gaps. Tax confusion. No retirement plan. We fix all of it.

Questions We Answer for
Web Designers

How do I plan for retirement when I have 3-4 high-paying months and 8 slow ones?

Should I structure my business as an LLC or S-corp when I hit $75K in revenue?

How do I invest my excess cash?

Learn how we help Web Designers

Questions We Answer for
Brand Builders

How much should I set aside for quarterly taxes when my projects range from $5K to $25K?

What's better for me a SEP-IRA or Solo 401(k) with irregular income?

How do I separate business finances from personal when I'm bootstrapping my agency?

Learn how we help Brand Builders

Questions We Answer for
Photographers & Videographers

How do I create steady income with seasonal projects?

What percentage of my shoot income should go toward taxes vs. reinvestment?

Should I form an LLC to protect myself from liability, or is it just extra paperwork?

Learn how we help Photographers & Videographers

Questions We Answer for
Copywriters

Can I deduct my co-working space, coffee shop expenses, and writing software?

When does it make sense to hire a bookkeeper vs. doing my own QuickBooks?

How do I separate personal and business expenses?

Learn how we help Copywriters

Our Solutions

Our Solutions for
‍Creative Freelancers Like You

Stop stressing about irregular income. Track project payments, manage Net-30/Net-60 delays, and set aside taxes automatically.

Know what you owe before quarterly deadlines. Maximize deductions for home office, equipment, and software. Zero surprise tax bills.

Build wealth even with irregular income. We'll show you which retirement account works best for freelancers and exactly how much to save.

Down payment? New equipment? 6-month runway? Track your freelance business goals and personal milestones, all in one place.

See All Solutions

Financial
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

‍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

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

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.