The Art of Finance
Financial Planning
Philip and Julia are artists who understand the needs of fellow creatives, especially when it comes to planning for the future. Read more
5 recommendations
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S B.
... Initially I felt a little intimidated opening up about such a personal aspect of my life but they were always non-judgmental and easy to talk to - it made the process pain free.
Original recommendation
It's now almost six month after my last budgeting session with them and the difference in my finances (and stress levels) has been amazing. The skills and techniques they teach are invaluable to anyone struggling with debt and living paycheck to paycheck. I highly recommend them and I look forward to working with them again when I'm ready for help with investing. -
Dave Land
... On top of that, Philip is a very knowledgable, friendly, and helpful person. He took a lot of time to explain everything to us, make sure we felt comfortable with the plan, and to help us implement it.
Original recommendation
Overall I'm really happy with my experience with The Art of Finance and I would and will definitely recommend them to my friends and family. -
Ryan G.
... Their creative approach to masterfully guiding clients through the art of budgeting (and whoa, is it an art!) raises awareness and carefully designs and instills good habits that I hope last me a lifetime...But that part is on ME! I felt truly heard and kindly counceled through discovering a new way to approach planning to spend money. The information they present is invaluable in changing the way you see finances, which I believe is so important in a society that does little to educate children and adults on responsible financing practices. The dwindling BUCK stops here. Take control of your money and live more freely!
Original recommendation -
Sandhya G.
Philip honed in on my concerns and provided invaluable guidance in directing me to a new approach and company. I have a background in Finance and thought I had a pretty good handle on things but he also provided tips on other parts of my retirement that I had not even thought about. These little tweaks and insights to my finances have been incredibly helpful and have saved me a ton. Philip is personable, professional and knowledgeable and I highly recommend his services.
Original recommendation -
Jennifer Trou
... They made the entire process easy, enjoyable and without a hint of judgment. They're fun to talk to, knowledgeable and it's clear they're passionate about what they do. We looked forward to our meetings with them and genuinely enjoyed our time together.
Original recommendation
I can't recommend Philip and Julia enough. You won't regret giving them a call.
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We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.