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Solstice Wealth (Formerly Art of Finance)
Asesoramiento financiero experto y orientación en inversiones para un futuro seguro en Austin.
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Business
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Asesoramiento financiero experto y orientación en inversiones para un futuro seguro en Austin.
Solstice Wealth, anteriormente conocido como Art of Finance, es una firma de asesoría financiera de confianza con sede en Austin, Texas. Especializada en planificación financiera personalizada, gestión de inversiones y estrategias de jubilación, el equipo dirigido por Philip y Julia ofrece una orientación compasiva y clara para ayudar a los clientes a alcanzar sus metas financieras. Con un enfoque en cultivar relaciones a largo plazo y ofrecer servicios integrales, Solstice Wealth capacita a individuos y parejas para navegar decisiones financieras complejas con confianza y claridad.
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Planes personalizados para gestionar presupuestos, ahorros y metas financieras a largo plazo con orientación experta.
Gestión profesional de carteras y estrategias de inversión adaptadas a tu tolerancia al riesgo y a tus objetivos.
Estrategias integrales para asegurar tu jubilación, incluyendo el ahorro y la planificación de ingresos.
Consejos para seleccionar e implementar pólizas de seguro de vida para la seguridad financiera y la tranquilidad.
Consultas individuales o en pareja para abordar las incertidumbres financieras y crear planes de acción.
Calificación general
Wren Wickliffe
My wife and I started with Philip as our Financial Advisor seven or eight years ago after some great friends recommended him. He has been tremendous with us along with his wife Julia. We would not be where we are today in our Portfolio and investments without Philip. He exceeded our expectations and continues to do so. I highly recommend him for any and all investment / financial planning.
Emily Treviño
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 jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!
Brett Wilson
My wife and I went into this not knowing what to expect in terms of how to handle our money beyond basic checking, savings, and credit card accounts. However, with Julia, Philip, Helen, and Kara's help, their warm, inviting approach to personal money management gave us the confidence we needed not only to pull our minds out of the weeds of uncertainty but to get a clear, big picture of where our money actually goes each month. It's truly refreshing to get such thorough, compassionate help through our sessions and notes knowing we are investing in ourselves along the way. Overall, both of us highly recommend even just getting a consultation from The Art of Finance knowing they put your money needs first.
Alison Lund
Julia, Phillip, and Kara patiently guided me from being fearful of handling my money to ever-increasing confidence and competence in all aspects of budgeting and retirement planning. Their expertise, empathy, and synergy as a team are an incredibly effective combination. I warmly recommend Art of Finance to anyone looking to gain lasting insights and make fundamental changes to their personal financial life.
Jeffrey Chatman
They say that 43% of first time marriages end in divorce and 38% of those marriages end because of money problems. My wife and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My wife and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial sticker price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my wife and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, I (the nerdy spreadsheets guy) have learned to let go of full control of our finances and work together as a better partner with my spouse. My wife (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.
Zachary Snoek
I’ve had two strategy sessions with Philip and have walked away both times with clear action items and greater clarity of my financial plan. Philip is knowledgeable and approachable, and working with him has been invaluable.
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