.png)
✍🏼 writer
💰 financial planner
🎨 creative entrepreneur
.png)
.png)
career things
📍 Founder of Piertree, a creative holding company
about me
Neighbors down the street had goats and people would leave their homes unlocked.
No McDonald's, no Walmart - just a pizza place and a local grocery store.
I ended up going to college in a town nearby where I spent 4 years getting a degree in Finance and Marketing while playing baseball.
So in July 2020, I launched a modern financial planning firm for our generation. I saw the glaring issues that existed in the financial planning world and I'm on a mission to fix them.
a two month engagement designed to get your money right.
(Sole prop vs. Single-Member LLC vs. S Corp)
$1,000
(billed over two months)
live different. the blog
most popular
freelancing & creating
Financial IQ: Newsletter Archives
a two month engagement designed to get your money right.
• Creating automated systems for paying yourself first and setting aside money for taxes (no more surprises in April!)
• Banking solutions
• Accounting software
• Tax & savings systems
• W9 & 1099 issuance for contractors
• Assistance with setting up Catch to automate tax withholding percentage & quarterly tax payments
• CPAs, bookkeepers, financial planners
• Questions to ask them
(and reviewing existing systems)
An 8-page guide covering the most important things you need to know about self-employed taxes
(Sole prop vs. Single-Member LLC vs. S Corp)
Current snapshot, next steps, and action items
$1,000 (billed over two months)
designed for those who want ongoing financial advice & guidance.
• More confidence in their finances
• More time to spend on their passions
• Peace of mind about their future
$750 initial planning fee
$300 monthly fee
a financial relationship
designed with you in mind.
The freelance and creator journey is something that not everyone can empathize with.
I understand the financial stress business can cause and the financial wins that business can bring. And my experience with growing a financial planning business & doing freelance work while managing my own finances gives me a unique perspective.
I'm here to help create clarity and confidence in your financial life.
Personal finance is much more than just the numbers - it's about the people.
My clients receive high-touch advice and support and my job's not done until you're confident with your money.
There's no phone directory or never-ending loop of customer service you have to go through to get your questions answered.
You get my direct phone number and can reach me at any time.
Your time is valuable. So is mine. That's why I built my process with both of us in mind.
Virtual meetings. E-signed documents. Fully digital account opening.
Financial advice has never been this convenient.
