Services
Cash Flow and Budgeting
Organize and coordinate your finances effectively through a comprehensive review of cash flow and budgeting needs.
Tax Planning and Optimization
Take a proactive approach to navigating the complexities of the tax landscape. A tailored strategy aligned with your unique circumstances can make the most of available deductions and credits.
Risk Management
Prepare for the unexpected. Life is unpredictable. Being ready for the twists and turns is a crucial element of any financial plan.
Small Business Ownership
Many musicians have self-employment income and/or run small businesses. This unlocks a range of tax and retirement benefits not available to typical W-2 employees. Organize and expand your business to fully take advantage of all these opportunities.
College Planning
Paying for a child's education will likely be one of the largest single expenses you face. By making a plan today, you can feel confident in supporting your children wherever their path may take them.
Portfolio Construction
Utilize evidence-based investing strategies to build a portfolio designed to meet your goals both short and long term.
Debt Management
Manage your debt effectively through customized strategies and support designed to fit your specific financial circumstances.
Retirement Planning
Create a strategy to retire with confidence, whether retirement is decades away or right around the corner.
Contract Negotiations
From private lesson fees to gigging fees, title chair overscale contracts, university contracts, and collective barganing agreements, the livelihood of a musician is dependent on good negotiating technique. Understand your value and learn strategies to get the most out of every negotiation.
Estate Planning
Secure a legacy that not only supports your loved ones but also reflects your core values.