Empowering You to Take Control of Your Finances
Empowering Financial Clarity, Transparency, and Growth
The Art of Finance emerged from a deep-seated desire to restore trust in the financial industry. We believe financial planning shouldn't be shrouded in mystery, but rather be an accessible, transparent, and empowering process. With a focus on clear communication and personalized strategies, we empower individuals and families to make informed financial decisions aligned with their unique goals and aspirations.
Who We Serve
We celebrate the unique needs of diverse clients. Our services cater to:
- Small business owners: Guiding them through financial planning, cash flow management, and wealth preservation.
- Creatives: Empowering them to achieve financial freedom through strategic planning and budgeting.
- Couples: Helping them navigate complex financial situations with transparency and clarity.
- Tech employees: Transitioning seamlessly by optimizing their compensation packages and preparing for the future.
Transparency in Pricing
We are a fee-only fiduciary firm, committed to transparency and accountability. We believe clients should understand the true cost of financial planning. Our fees are clearly outlined and based on an hourly rate, ensuring affordability and predictability.
Our Services
We offer a comprehensive menu of services designed to address your specific needs:
- Financial Planning: Defining your financial goals, creating a roadmap to achieve them, and monitoring your progress.
- Cash Flow Coaching: Learning the principles of effective spending and budgeting.
- Wealth Management: Developing a personalized investment plan tailored to your risk tolerance and goals.
- Strategy Sessions: Brainstorming and implementing strategies for specific financial challenges.
The Art of Finance Team
Led by experienced professionals, our team is passionate about guiding individuals towards financial clarity and growth. We are:
- Philip Olson: Co-founder and Certified Financial Planner, driven by a desire to empower creatives and couples.
- Julia Lorenz-Olson: Co-founder and Accredited Financial Counselor, combining creativity and financial expertise.
- Helen Novielli: Operations Manager, ensuring seamless client experiences.
- Kara Fuhlbrugge: Cash Flow Coach, guiding clients towards financial independence.
Exceptional Financial Coaching and Planning
The reviews for The Art of Finance are overwhelmingly positive, with all authors rating the service 5 stars. The reviewers praise the team's expertise, approachability, and ability to explain complex financial concepts in a clear and approachable manner.
Client Success Stories
Several reviews highlight the significant impact that The Art of Finance has had on their clients' lives. For example, Mia Roldan and her husband worked with Kara for financial coaching, which completely changed their relationship with money and gave them confidence in their financial planning. Similarly, Omer Ziv credits the team with teaching him how to think about his finances in a confident and empowered way.
Expertise and Friendliness
Reviewers consistently praise the team's knowledge and expertise in finance, as well as their friendly and approachable demeanor. Many authors mention that they felt comfortable asking questions and asking for clarification on complex financial concepts.
Planning and Coaching
The reviews highlight the team's ability to help clients develop a clear plan for their finances, whether it's for retirement, saving for a specific goal, or developing a healthy relationship with money. The team is also praised for their ability to break down complex financial concepts into easily understandable language.
Personal Experience
Many reviewers mention that working with The Art of Finance was a personal experience, with the team taking the time to understand their individual circumstances and goals. Authors also praise the team's warmth, humor, and practical advice, which made the financial planning process easy and comfortable.
Recommendations
The reviewers are unanimous in their recommendation of The Art of Finance, with many authors stating that it was the smartest financial move they have ever made.
