Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish we had found a CFP as soon as we married; we would be much better off financially if we had...
Solstice Wealth
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The Art of Finance is a fee-only fiduciary firm based in Austin, TX, offering bespoke portfolio management and financial planning coaching services. They provide approachable and practical financial advice tailored to individual goals and needs, serving a diverse range of clients including small business owners, creatives, couples combining finances, and tech employees looking to transition.
With a commitment to transparency, The Art of Finance charges a flat fee in exchange for advice, ensuring clients receive personalized guidance without unnecessary insurance policies or financial requirements. Their services, likened to driving school, road trip design, and access to a full-service garage, cater to both quick, focused answers and longer journeys of growth and accountability.
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Reviews
They say that 43% of first time marriages end in divorce and 38% of those marriages end because of money problems. My husband and I got married two years ago and were on the same page for just...
My husband and I have kept a log for years of financial questions we need to figure out but didn't know where to start and didn't want to dive into a fully managed account kind of scenario so were...
My husband and I worked with Kara for financial coaching, and it completely changed the way we thought about money and our whole relationship. Through four months of sessions, Kara led us through...
One skillset I wanted to learn was simply how to make better investments and as they say make money work for you. Skillsets like these are so vital and yet we continue to still not actively teach...







