Services
A motif is a recurring musical idea that builds into something greater. At Motif Planning, we see financial planning the same way—consistent, intentional decisions that create long-term financial security.
We help you build a plan tailored to your career and goals, then guide you in implementing it effectively so you can focus on what you do best.
Fees
Individual: $5,000/year + $2,500 initial planning fee
Couple: $6,500/year + $3,250 initial planning fee
We work with high-earning music executives who want a proactive, long-term financial strategy. If our services aren’t the right fit, we’re happy to connect you with other planners who may be a better match.
Motifs we co-write with you
Cash flow
Know where your money is coming from and where it’s going. Build a strategy to manage income uncertainty, pay off debt, and create financial stability.
Insurance
Your emergency fund should be tuned to your career’s risks.
We review your need for health, disability, life, long-term care, property, and liability insurance to ensure you have the right coverage.
Employment benefits
W-2 employee? We analyze your benefits package, including retirement plans, deferred compensation, and group insurance.
1099 contractor? We help you navigate self-employment benefits, set up tax-efficient retirement accounts, and create a plan for long-term financial security.
Investing
Your investment strategy should match your goals and risk tolerance.
We help you understand diversification, smart investing principles, and how to make informed decisions.
Retirement
Financial independence doesn’t happen by accident. We develop a plan to build long-term security and ensure you’re financially stable when you step away from your career.
Taxes
Proactive tax planning reduces your lifetime tax burden. We simplify the complexities of tax strategies specific to your industry.
Major purchases
Buying a home? Starting a family? Signing a major contract?
We help you navigate big financial decisions with a clear strategy that aligns with your goals.
Legacy
Your estate plan should protect your equity, business interests, intellectual property, and other financial assets.
We help you structure trusts, wills, and power of attorney documents to ensure your wishes are carried out and taxes are minimized.
Education
Saving for your children’s education?
We help you set up tax-advantaged accounts like 529 plans to fund their academic future.
How financial planning fits into your team
Motif Planning is part of your professional team. We collaborate with accountants, insurance agents, attorneys, and agents to keep every part of your financial life in sync.