Financial Planning for Content Creators

You’ve built something great. Now let’s build wealth to match.

Purpose-Built Financial Strategy for Creators Who Want More Than "Getting By"

Financial planning for content creators isn’t just about managing your numbers – it’s about building a life and business on your own terms.

Whether it’s making work optional, buying your dream home, or having the freedom to create full-time – we reverse-engineer your financial plan to get there, starting today.

What Does Financial Planning for Creators Look Like?

Real-Life Planning, Not Cookie-Cutter Advice.

Whether you’re cleaning up a money mess or leveling up your finances as a creator, we offer tailored financial planning for YouTubers, streamers, podcasters, and creative entrepreneurs.

What's Included in Your Financial Plan:

✅ Income & cash flow clarity

✅ Making “work optional” a real option

✅ Business & tax planning strategies

✅ Investing advice without guesswork

✅ Health insurance & benefits optimization

✅ Setting meaningful goals (and hitting them)

👉 Want to get started with the basics?

Check out our budgeting tips for YouTubers – a guide with 10 smart ways to keep more of what you earn.

How much does financial planning cost?

We agree to an annual fee at the beginning of our work together. You pay it monthly.

We review and adjust the fee annually.

✅ Starting at $425/month for individuals

✅ Starting at $500/month for couples

🟣$1,000 one-time onboarding fee

This includes a full financial plan designed around your goals – not someone else’s.

Here’s what’s included:

Deep-dive onboarding to clarify goals, spending, and strategy
4-6 weeks of focused planning to build your foundation
Ongoing quarterly check-ins (plus ad hoc calls when life happens)
Investment guidance, tax planning, business strategy, and more – all in one place
A personalized financial dashboard so you can track your progress anytime

Not sure if you’re ready yet?

Let’s talk through it – no pressure. Book a free kickoff call and we’ll figure out if it’s a good fit.

What happens after you schedule a conversation with us?

🎮 KICKOFF CALL

Let's talk goals, not just numbers.

In our first conversation, we'll dig into your life, business, and goals - what's going well, what's frustrating, and what's on your wishlist.

We'll also walk through what it's like to work together and start mapping out fast wins. If it's a fit, you'll officially become a client!

🔧 Foundation Meeting 1: PRODUCTION

Time to get organized and dream big.

We'll load up all your info into our planning systems and start sketching out strategy.

This is a collaborative session where we get hands-on - building a clear picture of your financial life and your long-term vision.

🧪 Foundation Meeting 2:
PRE-LAUNCH TESTING

Think of this as beta testing your plan.

Between meetings, I'll assemble a first-draft version of your plan based on everything we've discussed.

We'll then meet to test drive it - refining the details, adding in new strategies, and catching anything we missed.

🚀 Foundation Meeting 3:
PLAN LAUNCH

Your plan is ready for action!

We'll lock in your strategies, make decisions on what to prioritize, and build your initial action list.

This is where everything starts coming together - and where implementation begins.

🔁 ONGOING SUPPORT

We're in your corner long-term.

After your plan is launched, we'll meet 2-4 times a year to keep things on track and adjust as life evolves.

You'll get clear recaps of the behind-the-scenes work we're doing and can always schedule extra time if something comes up.

❓ READY TO SEE IF WE'RE A FIT?

Whether you're rearing to go, or you're not quite sure - let's talk through it.

This is your chance to get clarity, ask questions, and explore what support could look like for your financial life.

Schedule Your Kickoff Call