The Map
Your blueprint for the path ahead.
A Comprehensive Financial Plan
The Map is a focused planning engagement for film, TV, and theater professionals whose financial lives have suddenly gotten more complex. We organize the moving pieces, model the tradeoffs, and hand you a clear framework for deciding what comes next.
This is you if: the money just got real, the income is lumpy, the questions have outgrown a spreadsheet — and you want the whole thing built into one plan you actually understand.
The Map unfolds across four phases over three months:
Get Organized
We gather and make sense of your full financial picture: income, spending, debt, savings, taxes, insurance. Everything on the table before anything gets built.
Vision
Before a single number gets crunched, we align your values, creative goals, and life priorities with your financial path. Your plan should support the life you're building, not fight it.
Plan Draft
I bring you a working draft. We review it together, pressure-test it, and refine it to match your reality. Depending on your goals, it may include:
Investment and savings strategy
Cash-flow and irregular-income modeling
Tax strategy and coordination
Insurance and risk review
Retirement and long-term planning
Business and self-employment planning
Loan-out, residual, and profit-participation planning
Plan Delivery
You leave with a clear, actionable blueprint built specifically for you, delivered through your own RightCapital portal. I walk you through all of it so the plan stays a living document.
$4,000
Fee is non-refundable. Installment option available.