Bespoke Financial Coaching & Planning
Finances can be confusing and overwhelming. We’re here to make them make sense.Book a free consultation
The Art of Finance specializes in clear, empathetic, and practical financial coaching and planning that’s tailored to your specific goals and needs.SEE WHAT MAKES US DIFFERENT
We don’t do cookie-cutter, because our clients are anything but. Our services are designed to accommodate a variety of individual and business needs.
- Foundations Budget Coaching
- Financial Planning
- Portfolio Management
- Comprehensive Planning
- Cash Flow Management Traing
- Hourly ‘CFO’ for Hire
Wondering what services you actually need? We have always explained it in the context of learning how to drive and maintain a car.
Budget coaching is learning to drive, financial planning is mapping out a cross-country roadtrip, and investment management is inspecting the engine.
TRANSPARENCY IN PRICING
We’re a fee-only fiduciary firm. This means we won’t sell you insurance policies you don’t need, or require you to have a million dollars before we will help you.
Instead, we charge a flat fee in exchange for advice.
We value transparency, so we put our costs right out in the open. Whether you’re looking for quick, focused answers or a longer journey of growth and accountability, we’ve got you covered.Learn More