Built for Creators. Informed by Experience.
We’re not a traditional financial advisor. We’re a boutique firm helping creators turn opportunity and chaos into clarity.
Rustin Cavel
CEO
“I’ve worked with hundreds of creators at various levels in my career across platforms, niches, and income levels, and I know the real challenges behind the highlight reels.”
From irregular income and unpredictable brand deals to business structure and tax strategy, I get the frustration. With a background in finance, real estate, and financial technology, I bring industry and first-hand experience to your business and personal finances. I’m passionate about helping creators build sustainable businesses, protect their income, and feel in control of their money.
How We Operate
Schedule a Consultation
We’ll get to know your financial situation, your business, goals, and what keeps you up at night.
Create a Plan
We’ll create a custom plan aligned with your goals, provide strategies to smooth inconsistent income, and help build processes to simplify management.
Ongoing Support
Our work doesn’t end there. We become an extension of your team. We’ll provide ongoing support, wealth management, and strategic guidance to help you stay on track.
Services
Tax Strategy
Proactive planning is the difference between stress and confidence. We work with you and your accountant to estimate liabilities, identify deductions, and implement systems that reduce surprises and maximize what you keep.
Wealth Management
Monetizing your creativity is just the beginning. We provide investment guidance and retirement planning strategies to help you plan for your financial future.
Cash Flow
Irregular income doesn’t have to mean financial uncertainty. We design customized cash flow processes that allow you to manage expenses, reserve for taxes, and maintain financial continuity.
Structuring
We work with you to create a financial framework designed to support stability. From monetization frameworks to workflow systems and revenue-stream diversification, we work with you to create a structure that supports stability and scalability.
Business Planning
As your brand grows, so does the complexity behind it. We support the operational side of your business with guidance around tools and structure for budgeting, payroll, financial systems, and contractor planning.
Goal Planning
Your financial plan should reflect your vision for your future. We align your resources with your personal and professional goals to create a clear, strategic path forward.
FAQs
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No. While we work closely with talent managers on your team to navigate the financials around brand deals, we are a registered financial advisor supporting creators with financial planning, business planning, and wealth management.
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Our model is fee-only, meaning we do not earn commissions on product sales. Our fees are based on the services provided. Our services are generally most effective for creators generating over $100k in annual revenue.
Please refer to our Brochure for more information.
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We work with content creators, artists, and creative entrepreneurs. Content businesses are unique and often have complex needs.
Our aim is to guide creators on any decision that involves money.
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Yes! A fiduciary is an individual or organization legally obligated to act in the best interest of their clients. Fiduciaries must prioritize their clients' needs above their own, avoiding conflicts of interest, fully disclosing important information, and providing impartial advice.
As fiduciaries, we are committed to transparency, objectivity, and integrity in managing your investments and providing financial guidance.
Contact us
Interested in working together or have a question? Let us know and we will be in touch shortly.
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