How it works…

Here are some areas we’ll cover:

  • Fee-only financial planner for screenwriters

    Incorporating Yourself

  • Fee-only financial planner for screenwriters

    Investments

  • Fee-only financial planner for screenwriters

    Personal Budget

  • Fee-only financial planner for screenwriters

    Tax Planning

  • Fee-only financial planner for screenwriters

    Financial Independence

  • Fee-only financial planner for screenwriters

    Risk Management

ONGOING FINANCIAL PLANNING

Ongoing Financial Planning involves every aspect of your life where money comes into play. It’s similar to a monthly subscription where you have me on retainer through unlimited email, phone, and in-person support. Many areas of our lives revolve around money. Having someone who understands your entire financial picture, including your goals and values, can be vital to a sustainable career.

Free Assessment

SUBSCRIBE NOW to receive the NO NOTES! Newsletter featuring exclusive financial content.

The Financial Planning Process: A Three-Act Structure

Financial Planning isn’t just for the wealthy. Life will happen and things will change. Most of these changes involve your finances in some way: a new job, selling a script, a show getting cancelled, a show getting picked up, marriage, kids, vacation, buying a home, etc. We will meet 2-4 times per year along with having unlimited email and phone access.

Free Assessment

FEES

Together we’ll decide which option is best for you.

Please note: On-Going Financial Planning is FREE with $600k of investable assets.

Hourly Consultation: $375

SUBSCRIBE NOW to receive the NO NOTES! Newsletter featuring exclusive financial content.