We work with anyone who is ready to evaluate their finances and want a professional to partner with as they define their goals and collaborate on a plan to make it possible. Leslie Ransom, CFP® has a background in the music industry so we cater to creatives, self-employed or small business owners who have “non-traditional” incomes. We emphasize cash flow and building a strong spending/savings structure as the basis for any financial plan.
Ideally, we work with clients who are looking for ways to better manage their income with regards to cash flow and saving to achieve their goals. We try to educate and help our clients establish a system of saving and viewing their income with an eye to both current and future goals.
We want to work with clients who are willing to do the work along with us.