Financial Advisor | Austin, TX | The Art of Finance | Home Old
The Art of Finance is a fee-based financial planning firm dedicated to helping creative minds negotiate the complexities of personal finance.
Financial Planner, Austin, Texas, Artist, Creative, Creativity, Actor, Dancer, Art of Finance, The Art of Finance, AoF, finance, money, personal finance, creative minds, ATX, TX, Capital
A fee-based Financial Planning firm dedicated to helping creative minds negotiate the complexities of personal finance.
A New Concept
Philip Olson, CFP® and his wife Julia Lorenz-Olson founded the Art of Finance in order to enrich the lives of others through a financial planning process that addresses BOTH emotional and technical challenges. By doing so, they enable clients to consistently make their visions for life into a reality, no matter the circumstance.
Philip and Julia are artists who understand the needs of fellow creatives, especially when it comes to planning for the future. You’ll see the difference right away and you’ll only be sorry you didn’t find us sooner. Philip is a proud member of NAPFA, a CFP Professional, member of XY Planning Network, and the Fee Only Network. As featured on:
Unlike many financial planners whose focus is on sales, we are focused on helping you reach your goals in an easy-to-navigate, affordable manner.
COMPREHENSIVE PLANNING
We know your journey is unique, so our priority is helping you navigate the road ahead in a way that fits your goals and dreams.
FOCUSED
We focus on helping creatives and artists because that's who we know best. Why? Because we're artists ourselves.
FLEXIBLY UNIQUE
We know your schedule is full, that's why we offer our services in a flexible way that works with your busy lifestyle. Whether in person, virtually or on the phone, we're here for you!
EXPERTISE
We believe our clients are the best, that's why you'll find a CFP® at our helm. It's the highest accreditation in our industry and it's what you deserve.
PASSIONATE
We care about our clients like family. We know that your assets are important--that's why helping you make the most of what you've earned is our heartbeat.
C L I E N T S T O R I E S
The Touring Musician had finally found professional success after years of hard work and struggle. Philip helped him plan for good times and bad by establishing a retirement plan, guiding him in paying off debts and planning for dry times.
THE MUSICIAN
The World Traveler dreamed of traveling as she worked in her city. Philip helped her develop a plan to be able to travel through Europe and not have a return date, allowing her the adventure of a lifetime.
THE TRAVELER
She loved her work as a doula, but was ready to take the next step. Simplifying her lifestyle and graduating debt-free was her goal. Philip offered guidance on navigating the transition, and she finished midwife school with money for a down payment on a new home.
THE MIDWIFE
The Counselor spent his days guiding, but he didn't want an out-of-touch salesmen as a financial planner. He longed for someone with the heart of a teacher. Partnering with Philip, he opened his own practice and improved his personal budget at home.
THE COUNSELOR
The Freelancer knew he could take his skills as a sound designer out into the market-place, but how could he stick to a budget and reduce old debts? Philip helped him develop pricing strategies, a path to growth, and get the very most for his time on the job.
THE FREELANCER
C L I E N T S T O R I E S
The Touring Musician had finally found professional success after years of hard work and struggle. Philip helped him plan for good times and bad by establishing a retirement plan, guiding him in paying off debts and planning for dry times.
THE MUSICIAN
The World Traveler dreamed of traveling as she worked in her city. Philip helped her develop a plan to be able to travel through Europe and not have a return date, allowing her the adventure of a lifetime.
THE TRAVELER
She loved her work as a doula, but was ready to take the next step. Simplifying her lifestyle and graduating debt-free was her goal. Philip offered guidance on navigating the transition, and she finished midwife school with money for a down payment on a new home.
THE MIDWIFE
The Counselor spent his days guiding, but he didn't want an out-of-touch salesmen as a financial planner. He longed for someone with the heart of a teacher. Partnering with Philip, he opened his own practice and improved his personal budget at home.
THE COUNSELOR
The Freelancer knew he could take his skills as a sound designer out into the market-place, but how could he stick to a budget and reduce old debts? Philip helped him develop pricing strategies, a path to growth, and get the very most for his time on the job.
