The Art of Finance

Julia gave me immediate and long-term action items to grow my wealth, and walked me through complicated financial concepts in a relatable, understandable way.

Instead of taking my money for something that doesn't really fit in their wheelhouse and doing a meh job, they were honest and referred me to two people they felt would be a good fit.

Whatever your financial status is or grasp of your own situation, they will work with you to help you gain a better understanding and control of your financial situation.

They've taught me so much over the course of a year that the way I think about my finances has completely transformed - that is, instead of being afraid to approach the subject, I am now confident in my situation.

Not only do I feel more knowledgeable and savvy, I've been able to make really big personal financial strides during my time in the program, and am setup on a fantastic track moving forward.

They are empathetic, educating, and overall take a strong fiscal responsibility to help you, however they can without any of the confusing jargon or additional fees and services they don't think you need

Working with The Art of Finance to get my financial life back on track was the best thing I could have done for my family and our future!

You pay Philip once to work with you on a plan and that's all he gets paid for (I think you can pay him to do more hands on management as well but we chose to do this on our own).

Philip and Julia helped us break everything down, get a clear picture of what exactly was going on, and hold our hands to develop a plan to get us heading in the right direction.

Initially my wife and I were hesitant about approaching a financial planner because we have atypical jobs and motivations that don't fit the typical mold, and we just didn't think anyone would "get it".