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.

Let’s work together to create clarity and confidence in your financial future. Schedule a complimentary intro meeting today!

Let's Talk!

FAQs

While my focus is on helping creative professionals including freelancers and business owners, I’m happy to work with individuals from all walks of life, as well as their families. The principles of financial planning—organizing your finances, planning for the future, and building confidence—are universal, and I tailor my approach to fit your unique needs and goals. Whether you’re a creative, a business professional, or somewhere in between, I’m here to help simplify your financial life and guide you toward success.
My expertise comes from a combination of rigorous training and real-world experience. I hold a Series 65 license and am currently pursuing the Certified Financial Planner™ (CFP®) designation, which represents the gold standard in financial planning. These credentials ensure I have the technical knowledge to guide you through complex financial decisions.
Equally important, my life experiences have shaped my approach. As a co-founder of a successful design and development studio, I navigated the challenges of running a business, managing cash flow, and planning for the future. I’ve also experienced the complexities of balancing personal and professional financial priorities—like putting kids through college and preparing for retirement.
This blend of formal training and lived experience allows me to offer advice that is not only practical and actionable but also deeply empathetic to the challenges you face. I understand how financial decisions are about more than just numbers—they’re about goals, emotions, and building a life you love.
I don’t sell any financial products. My service is unbiased financial advice tailored to your unique needs. Unlike some financial professionals who earn commissions from selling insurance or investment products, I work solely for you.
What I provide is clarity, confidence, and a plan. Whether you need a comprehensive financial roadmap or help with specific questions, my goal is to empower you to make informed decisions and take control of your financial life. With no products to sell and no commissions to earn, my only focus is on helping you achieve your goals.
Rather than focusing on individual stocks, I recommend an approach centered on diversified, low-cost mutual funds and exchange-traded funds (ETFs). These investments provide broad exposure to the market, helping to reduce risk and build long-term growth.
Investing isn’t about picking the next “hot stock”—it’s about creating a strategy aligned with your goals, time horizon, and risk tolerance. A well-diversified portfolio ensures that you’re not overly dependent on the performance of any single company or sector.
If you’re looking for tailored investment advice, we can work together to build a portfolio strategy that fits your overall financial plan. The goal is to make investing simple, effective, and aligned with your unique needs.