Working in fast-paced, creative environments means long hours, high expectations, and constant change. You’re surrounded by ambitious people, tight deadlines, and very few conversations about long-term planning. It makes sense if you’ve focused more on performance than on your money.
But as your income grows and your priorities shift, something changes. You start thinking about owning a home, starting a family, stepping back from the grind, or building the option to work on your terms. That’s when you realize it’s time to start adulting.
At Motif Planning, I help executives and creative professionals start adulting and build real wealth, without sacrificing the career, creativity, or drive that got you here.
We focus on the financial decisions that matter most as you grow:
Automate your cash flow
Defend against risks with insurance
Understand and maximize employee benefits
Leverage your executive comp
Trim your lifetime tax bill
Invest with intention
Navigate big life changes
Get your estate plan done
You need a system built for how you earn and live, guided by someone who understands complex compensation and high-income careers.
No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
Holistic Life Planning
We look at your entire financial life (cash flow, taxes, investments, benefits, executive compensation, insurance, and estate planning) not just your portfolio.
Flat Fee
You pay a fixed, transparent fee. No percentages. No surprises. The cost stays the same regardless of your income or assets.
Advice-Only
We give you objective financial advice and help you implement it. You stay in control, we never take custody of your money.
Fee-Only
We’re paid only by you, not by commissions or third parties. We do financial planning, not financial selling. No product pitches. No hidden incentives.
Fiduciary
We’re legally and ethically obligated to put your best interests first always. No conflicts, no exceptions.
Concierge
You get direct access, fast response times, and personalized support for whatever life throws your way.











