CFP® For Coaches & Consulatants

Begin Your Wealth Journey as a Creator Coach or Consultant

Finally, financial planning that understands the creator economy and the unique struggles that it creates financially for many creators.

Free Financial Health Check

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Creator Challenges

What is Keeping
Creators Up at Night

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.

Fluctuating & Inconsistent Income

You land a $10K brand deal, then don't hear from anyone for weeks. You have no idea what your income will be next month, let alone next quarter. The constant up-and-down is exhausting.

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're making $100K/year as a creator, 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.

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No Employee Benefits, Including Health Insurance

No health insurance through work, no paid time off, no one to fall back on. And if you don't know how to navigate or can't afford insurance? The IRS penalizes you for it.

Read the Case Study

Analysis Paralysis with Investing

Index funds or crypto? S&P 500 or individual stocks? You can't cut through the noise. You have $40K sitting in a savings account, because you're scared to make the wrong move. Meanwhile, that interest rate just keeps falling.

Read the Case Study

No System Works for Your Irregular Income

Notion templates, Excel sheets, budgeting apps, nothing sticks. Your income is too irregular, your expenses are all over the place, and you don't know where you stand with your goals.

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Every Content Creator

How We Help
All Creators

Questions We Answer for
Instagram Creators

How much should I set aside for taxes from this $10K brand deal?

How do I track business vs. personal expenses when everything overlaps?

Should I open a business bank account or keep using my personal one?

Learn how we help Instagram Creators

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?

Learn how we help YouTube Creators

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?

Learn how we help TikTok Creators

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?

Learn how we help Twitch Streamers

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?

Learn how we help UGC Creators

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?

Learn how we help Podcasters

Our Solutions

How We Solve These Financial Problems for Creators Like You

Get your Creator Cash Flow Plan to smooth out those rough bumps, a retirement account to lower your taxes and plan for the future you're excited about, a tax plan to eliminate the anxiety of not knowing how much you owe, and a goal tracking software to know exactly where your moonshot stands.

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.