Financial Advisor | Austin, TX | The Art of Finance | Personal Services
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
16891
page-template-default,page,page-id-16891,bridge-core-1.0.4,tribe-no-js,ajax_fade,page_not_loaded,,no_animation_on_touch,qode-title-hidden,hide_top_bar_on_mobile_header,qode-child-theme-ver-1.0.0,qode-theme-ver-9.1.3,wpb-js-composer js-comp-ver-6.4.1,vc_responsive

FOUNDATIONS COACHING

Learn how to take charge, get out of debt and start saving for your future. 

$300 per month for 4 months 

  • Personal budget-coaching sessions spaced out over a 4 month period.
  • Learn how to command your cash in an effective and empowering way.
  • Finally, figure out where all your money has been going!
  • Have consistent, non-judgmental accountability.
  • Get a personalized strategy for debt attack and savings goals.
  • Discover how to think and communicate about money in a positive, productive way.
  • Small business owner? We can also help you create a budget for your biz too!

**Recommended for those who have at least 2 months of income in checking/savings**

FINANCIAL PLANNING

Get answers, perspective, and advice you can put into practice right away.

$320/hr, 90 minute minimum

  • An open format meeting focused on issues that are the most important to you.
  • Get clear answers on subjects like retirement, investments, college planning, small business set up, real estate purchases, insurance and more.
  • We will provide you a list of specific, realistic action steps to be implemented on your timeline.
  • Ideal for answering 1-2 targeted planning questions per 90-minute session.
  • No ongoing commitment or investment management required.

PORTFOLIO MANAGEMENT

Have an expert create and implement an investment plan tailor-made to your personal goals.

1% annual investment fee for portfolios between 100k-500k

(For those with over 500K, please see Comprehensive Planning)

  • A custom personalized investment strategy based on your personal goals and values.
  • State-of-the-art investment custodian that is easy to navigate and understand.
  • A portfolio of low-cost index ETFs with socially responsible options.
  • Access to meet with your planner about any subject that may impact the investment.
  • Annual big-picture overview meeting every year.

COMPREHENSIVE PLANNING

Create a detailed plan to make the most of your money and achieve your long-term goals.

1% annual investment fee : $500,000 minimum

  • This is an all-inclusive service for clients with larger amounts to invest and a desire for an ongoing relationship with a financial planner.
  • State-of-the-art invesment management services utilizing low-cost ETFs.
  • Access to sophisticated financial planning and modeling software.
  • A dynamic financial plan that allows for a change of mind or circumstance.
  • You can also get in-depth budget coaching for your personal life and/or small business.
  • Unlimited access to meet with your planner whenever you encounter big decisions, or have questions or concerns.
  • Annual big-picture overview meeting every year.