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Bespoke Financial Coaching & Planning

Finances can be confusing and overwhelming. We’re here to make them make sense.

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About Us

The Art of Finance specializes in clear, empathetic, and practical financial coaching and planning that’s tailored to your specific goals and needs.



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.


  1. Foundations Budget Coaching
  2. Financial Planning
  3. Portfolio Management
  4. Comprehensive Planning


  1. Cash Flow Management Traing
  2. Hourly ‘CFO’ for Hire
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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.


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.

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