Take Control of Your Financial Future
A solid financial plan is key to lasting success in the competitive creative industry. FAR Financial is here to help you tackle both the immediate concerns and future challenges.
Optimize your taxes with strategies designed for creative professionals. From identifying deductible expenses to understanding quarterly tax payments, I’ll ensure you keep more of what you earn while staying compliant with ever-changing tax laws by connecting you with a CPA you can trust.
Tax Planning
Investment planning should be simple, effective, and aligned with your goals. We will focus on building diversified portfolios using low-cost index funds and ETFs to help you grow your wealth while minimizing unnecessary expenses. Together, we’ll create an investment strategy tailored to your risk tolerance, time horizon, and long-term financial objectives.
Investment Planning
I help align your business and personal finances for a secure retirement. On the business side, I’ll guide you in choosing the right retirement plan, like a Solo 401(k) or SEP IRA. On the personal side, we’ll focus on asset allocation, tax efficiency, and withdrawal strategies to make your savings last.
Retirement Planning
Together, we’ll create a plan to optimize your income, control expenses, and prioritize savings. If debt is a concern, I’ll help you develop strategies to pay it down efficiently while still working toward your other financial goals. By balancing cash flow, reducing debt, and building an emergency fund, we’ll create a strong foundation for your future.
Cash Flow and Debt Management
Secure your family’s future by preparing for educational costs. Whether you're saving for a child’s college tuition or private schooling, I’ll guide you through tax-advantaged options like 529 plans and other strategies to make education more affordable without compromising your financial goals.
Education Planning
Creative professionals need to prioritize their health and well-being.Whether you are an employee or a freelancer/business owner, we'll explore tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and other strategies to cover medical expenses and maintain productivity.
Health and Wellness Planning
Insurance is a key part of protecting your financial well-being. I’ll help you assess your needs for life, disability, and health insurance, as well as home, auto, and umbrella liability policies. While I don’t sell insurance, I can refer you to trusted insurance brokers to ensure you find the right coverage at a competitive price.
Insurance Planning
Estate planning ensures your assets are distributed according to your wishes and that your loved ones are cared for. I’ll guide you through the financial side of estate planning, including beneficiary designations, trusts, and tax considerations. I collaborate with a trusted attorney to help you set up the necessary legal documents, giving you confidence that everything is handled properly.
Legacy Planning
Establishing your own business? Choose the right business structure to protect your assets and maximize tax efficiency. Whether you’re considering an LLC, S-Corp, or sole proprietorship, I’ll guide you in setting up a structure that supports your growth and simplifies your financial life.
Business Organization
Fees
At FAR Financial, we offer flexible, transparent pricing to meet your needs, whether you’re looking for a comprehensive roadmap or targeted financial advice.
Comprehensive Financial Plan
$5,000 - $7,000*
Our comprehensive financial planning service is an up-to 6 months engagement designed to provide you with a holistic, actionable roadmap to achieve your financial goals. This service includes:
Discovery Meeting: After we agree to work together, we will meet to develop the detailed understanding of your current financial challenges, and defining your future goals.
Data Gathering: FAR Financial will provide you with a list of necessary data to gather and share. And if you need help organizing it, we can meet and do it together.
Plan Presentation Meeting: FAR Financial will present you with a personalized, comprehensive financial plan.
"Getting It Done" Meetings: Over the remaining months, you will be able to schedule up to 3 “Getting It Done” meetings where we will work together on implementing the plan step by step.
*A one-time fee based on the complexity of your financial situation. This ensures complete transparency and no hidden costs.
Hourly-Based Financial Planning
$300/hour
Pay only for the time you need, at an hourly rate, for accessible and expert guidance.
Our hourly financial planning service is ideal for clients who have completed the comprehensive financial plan and need ongoing support for specific financial questions or tasks or those who need advice on specific financial issues.
Examples include:
Reviewing and updating investments.
Adjusting plans due to life changes like a career shift or a major purchase.
Addressing targeted issues such as tax-saving strategies or educational funding.
Together we will define the scope of the engagement and a time/cost estimate will be provided to you. That is the price you pay! No surprises.