More money opens up new possibilities. And more pressure to get it right.
(Because Figuring It Out Alone Is Exhausting)
Your tax picture changes with your projects, income, and career decisions. We look at deductions, retirement contributions, estimated payments, and investment choices together to identify opportunities within your broader plan.
Your portfolio needs to work alongside the money you rely on between projects. We help separate near-term cash needs from long-term investments, then build an investment strategy around your goals, timeline, and capacity for risk.
We take an evidence-based, systematic approach to diversification across asset classes and strategies. Alongside stocks and bonds, we consider alternative investments and strategies such as long-short style premia, managed futures/trend following, reinsurance, and private credit when they fit your goals and risk profile.
An S-Corp should fit your business, not just sound like a tax shortcut. We help you weigh the potential savings, added costs, and administrative work against how you actually earn your income.
A down payment is only one part of the decision. We model the purchase alongside ongoing costs, cash reserves, and other goals so you can see how a home would fit into your financial life.
Education savings compete with plenty of other priorities. We help you compare funding options and set a contribution plan that works alongside your cash flow, retirement, and the future you want for your family.
The right coverage starts with understanding what your family depends on. We review your existing policies, benefits, and financial commitments to identify gaps and coordinate coverage with the rest of your plan.
A creative career rarely comes with a straightforward retirement roadmap. We bring your investments, retirement accounts, pensions, residuals, and union or guild benefits into one picture, then plan for what you want your next chapter to look like.
Time to create.
Room to breathe.
Freedom to choose.
I spent 14 years in film, TV, and theater as an actor, writer, director, and producer, with work seen on Hulu, Lifetime, and REELZ. I know the high highs, the low lows, and the irregular income in between.
A windfall in my directing career sent me deep into personal finance. Thousands of hours of reading later, I turned my own financial life around and started coaching other artists. And I loved it.
I eventually earned the Accredited Portfolio Management Advisor™ designation, wrote Money for Makers: The Financial Playbook for Creators & Entrepreneurs, and expanded coaching into full-service financial planning. That became WideFrame Wealth.
Read My Full StoryI keep the client roster small so there’s time to work through the details, weigh the tradeoffs, and give your plan the attention it deserves.
You work directly with me. I guide you through your financial decisions and coordinate with your CPA, attorney, and other specialists when needed, keeping the whole plan connected.
No percentage-of-assets fees. No commissions. You know exactly what you’re paying for advice and investment management.
Plan around variable income so you know what you can spend, save, invest, and set aside for taxes. Weigh student-loan payoff and home-purchase decisions alongside those priorities.
Evidence-based portfolio management across traditional and alternative asset classes, built around risk capacity, taxes, time horizon, and goals.
* As a flat-fee advisor, I can also give investment advice without requiring you to transfer your assets.
Plan around self-employed income, deductions, estimated taxes, investments, entity structure, windfalls, and major career moments as part of your larger financial plan.
Plan for future education costs alongside retirement and other priorities, with a funding strategy that fits your cash flow.
Integrate pensions, retirement accounts, residuals, and union or guild benefits into a plan for your own version of retirement, whether it looks traditional or not.
Review and coordinate health coverage, disability insurance, life insurance, estate planning, and family needs so the people and priorities that matter are protected.
The financial playbook for creators and entrepreneurs who don't follow a traditional path.
Get the free PDFOr buy the paperback on AmazonA short conversation about WideFrame (formerly Money for Makers), creative careers, and how I think about money, with Pilar Alessandra on On The Page.
On The Page · Listen