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Think about what it took to hone your craft all those years

You only need a fraction of that dedication to start securing your financial future
Let’s have a jam session

Money is rarely top of mind for musicians.

More important stuff is usually going on up there. The good news is, that doesn’t need to change. That’s why I do this. I love music, probably more than is reasonable by any measure, and I want musicians to know working with me means they can stay focused on their passion.

You deserve to feel good about your future.

Comprehensive Financial Services

Variations on a theme: Distinct financial planning services focused on bringing clarity to musicians’ lives

Tax planning

Taxes usually aren’t straightforward for musicians. Whether you’re self-employed or W-2, I’ll take a deep dive into all the ways to maximize your saving

Jubilación (Retirement) planning

Musicians don’t have typical retirement schedules. I’ll work with you to make clear income projections and strategize for cash flow when things change.

Investment management

I offer investment management for clients that also engage me for financial planning. We’ll optimize your portfolio and analyze new opportunities, including tilting options.

Legacy planning

I’ll help ensure your assets will be transferred to your beneficiaries while minimizing what goes to taxes.

Insurance review

Instruments are one of the most important assets musicians have. I’ll provide recommendations to make sure your babies are protected.

Benefits review

I can help you choose the best benefits for your life, whether you’re a self-employed contractor or W-2 employee.

Contract review

I work with third-party legal experts to offer independent reviews of work-for-hire agreements.

Comprehensive Financial Services

Variations on a theme: Distinct financial planning services focused on bringing clarity to musicians’ lives

Tax planning

Taxes usually aren’t straightforward for musicians. Whether you’re self-employed or W-2, I’ll take a deep dive into all the ways to maximize your saving

Jubilation (Retirement) planning

Musicians don’t have typical retirement schedules. I’ll work with you to make clear income projections and strategize for cash flow when things change.

Investment management

I offer investment management for clients that also engage me for financial planning. We’ll optimize your portfolio and analyze new opportunities, including tilting options.

Legacy planning

I’ll help ensure your assets will be transferred to your beneficiaries while minimizing what goes to taxes.

Insurance review

Instruments are one of the most important assets musicians have. I’ll provide recommendations to make sure your babies are protected.

Benefits review

I can help you choose the best benefits for your life, whether you’re a self-employed contractor or W-2 employee.

Contract review

I work with third-party legal experts to offer independent reviews of work-for-hire agreements.

Financial Planning Score

Select a meeting for more details

Let’s find out if we’re a fit.

What do you want from this partnership?
Heartwork.
Your plan starts with a clear vision, driven by organized data.

First review of your plan.

Putting your plan in place.

Financial Planning Score

Select a meeting for more details

Let’s find out if we’re a fit.
What do you want from this partnership?
Heartwork.
Your plan starts with a clear vision, driven by organized data.

First review of your plan.

Putting your plan in place.

Ongoing Care

The types of meetings change after the first year, but the level of care won’t.

I like to do a fresh Heartwork session once a year – because our ongoing life experiences shape our financial behaviors.  I also do regular check-ins every six months at a minimum and a tax-specific meeting in the fall. And, of course, I’m always here – whether it’s a new contract you want a second pair of eyes on, an investment opportunity you want to explore, a life change – or you just want to tell me about an incredible show you went to or album I NEED to hear.

investment philosophy

"The Market Timing Hall of Fame is an empty room." - Jane Bryant Quinn

Part of my investment philosophy means that I invest your savings how I invest my own, and I don’t invest in things I don’t understand. My investment horizons are in decades. Costs matter – they are the only guarantees when it comes to investing. True portfolio diversity works, and it means your returns won’t be the same as the market.

Pricing

I’m a fee-only advisor, meaning you pay me directly for advice. I never take any commissions nor sell any financial products. As a fiduciary, I work in your best interests at all times.

Annual Planning

Individuals Couples*
$4,500
$6,500

Assets under management

Asset Range Fee Calculation
$0 – $500,000
—
$500,000 – $1,000,000
0.90%
$1,000,001 – $5,000,000
0.75%
$5,000,001+
0.50%

Investment management is not a requirement to be a client. However, asset management is not a standalone service. All clients receive a financial plan – even if you were only looking for investment management.

*Separate planning fee may be waived depending on assets managed.