Money Illustrated, LLC

About Us

At Money Illustrated, we provide comprehensive, judgment-free financial planning for people who are often overlooked by traditional advisors due to asset minimums or industry norms. We believe everyone deserves access to expert guidance, no matter your phase of life and wealth. If you're just getting started in your career, are self-employed, changing careers, or building wealth in nontraditional ways, we can help you.

We specialize in working with creatives, independent professionals, and those navigating financial transitions. Our planning process is approachable, transparent, and tailored to your unique life—not just your balance sheet. From managing irregular income and planning for retirement to understanding stock options or setting up a business, we meet you where you are and help you move forward with confidence.

Our goal is to make financial planning feel empowering so you can reduce stress, align your money with your values, and pursue the life you want.