1. Discovery call
Schedule a complimentary video call to discuss your career path, family dynamics, and financial goals.
Together, we’ll explore how our advice-only financial planning services can help you achieve financial independence.
2. Sign agreement
Review and sign the agreement and pay initial planning fee.
($2,500 individual - $3,250 couple)
Ongoing monthly fee begins one month later.
($417/mo individual - $542/mo couple)
3. Data organization
Gather all relevant financial documents for our review. Your information is organized using a confidential online dashboard.
Here is our document checklist.
4. Fact check
Make sure all of your information is accurate and discuss your priorities and values.
5. Plan development
We begin crafting your financial plan, identifying opportunities to achieve both financial stability and professional success.
Creating your plan will take up to two weeks.
6. Plan presentation
It’s time to present your financial plan and make adjustments as necessary. Then we mutually decide what is most important to tackle first.
View a sample financial plan.
7. Implementation & ongoing
Implement your plan and concentrate on your professional pursuits while we manage the financial details.
View this annual service calendar to understand our ongoing services.
Frequently asked questions (FAQs)
Who do you help?
- Motif Planning provides financial planning to everyone in the music industry, including industry executives, business managers, entertainment attorneys, concert promoters, publicists, marketing managers, artist coaches, publishing administrators, front of house and monitor mixers, stage managers, tour managers, artist managers, and recording professionals.
- We also serve freelance musicians, composers, producers, songwriters, arrangers, DJs, music directors, voice-over artists, Broadway pit musicians, orchestral and choral musicians, church musicians, military musicians, studio musicians, buskers, cruise ship performers, educators, professors, music therapists, audiologists, sound designers and hobbyists.
What am I committing to?
- This process takes genuine effort from both parties. Be prepared to find all relevant documents to help develop your plan. Planning engagements begin on the 1st of the month and are cancellable with 30 days notice. No questions asked.
What do meetings look like?
- All meetings are virtual. We have 3 – 4 meetings initially to create your plan and agree on what to tackle first. Then we have semi-annual meetings to update your plan. We are your accountability partner to help stay on track toward financial independence. Reach out as life changes to schedule a video call.
Do you manage or take custody of my investments?
- Motif Planning does not manage or take custody of your investments. We provide comprehensive analysis, advice and monitoring then show you how to manage your money.
Do you sell products or make commissions?
- No. As a fee-only fiduciary we always act in your best interest. Motif Planning is strictly paid from the flat fee we agree upon.
How do I pay?
- Secure payments are made using AdvicePay with a credit card or direct deposit. There is no additional charge for using a credit card. Motif Planning will not collect your confidential payment information.
Where do I upload documents?
- You will gain access to RightCapital to securely combine your financial information in one place. Including a mobile app.