This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
The Art of Finance
- Financial Services
- Austin, TX
About this business
A Fee-Only Financial Planning firm founded by husband & wife duo Philip Olson, CFP® and his wife Julia Lorenz-Olson. We specialize in making financial planning accessible to creatives and artistic-types. We have offices located in down-town Austin, but use video-technology to help clients all over the country.
Location details
11801 Domain Blvd, Austin, TX, 78758, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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!
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 knowi... read more
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.
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 ... read more
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.
Frequently asked questions about The Art of Finance
How is The Art of Finance rated?
The Art of Finance has a 5 star rating with 25 reviews.
When is The Art of Finance open?
The Art of Finance is closed now. It will open on Monday at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com