Welcome to the Art of Finance! You probably found us because you’re searching for some help. You’re not alone. Finances can be confusing and overwhelming. We’ve all been there.
At this point, you’re probably perusing the internet, scoping out who you might want to work with. Here’s pretty much all you need to know about us, how we work, and how much it costs.
Who We Are
Philip and Julia Olson created The Art of Finance in 2015 to provide something special: clear, empathetic financial coaching and planning that’s actually effective.
There are a few things that make us unique that are probably important for you to know up front:
1.We’re a fee-only fiduciary firm. We don’t make commissions or peddle any financial products. We want to offer objective and transparent guidance. Period.
2. There are certain foundational truths when it comes to financial wisdom, but we don’t come at this work with super hard rules. Each person’s relationship to money is unique and we make space to honor that.
3. We’re redefining what financial “success” means. It’s not just about more, it’s also about better. Too many people allow fear and stress about this stuff keep them from being the best versions of themselves. It doesn’t have to be that way.
4. We don’t wear suits. Or heels. Unless we’re feelin’ fancy.
Who We Serve
We mostly work with people who self-identify as “creative,” because that’s who we are too. But that doesn’t mean you have to be a full-time artist. We’ve worked with hundreds of people from all walks of life: tech industry designers, massage therapists, writers, podcasters, festival runners, and CFOs.
Most clients are between the ages of 25-45 and deal with some kind of unique income structure. For example, you might be a successful entrepreneurial couple who still can’t quite navigate irregular income well. Or maybe you’re an up-and-coming lady boss who wants to level up their money game. Perhaps you’ve become a young inheritor and are terrified about squandering it. Then there are the couples who are getting ready to welcome a baby or become empty nesters and want to feel like they’ve finally got their financial house in order.
No matter what brings you to our doorstep, if you’re eager to look at your finances through a holistic lens and are open to change, we’re your people!
Want to chat more with us and see if we’re the perfect fit?
Just click the orange button, fill out the brief form, and we’ll be in touch!