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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.
11801 Domain Blvd, Austin, TX, 78758, United States
Get directionsWeekday | 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 |
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.
My husband and I worked with Kara for financial coaching, and it completely changed the way we thought about money and our whole relationship. Through four months of sessions, Kara led us through the budget app YNAB and helped us to develop a healthy and realistic relationship with our spending. We feel so confident and ready to put all of our finances to work. We highly recommend this coaching program for everyone, no matter what type of work they do or what stage of life they're at. A+++
Philip is great at advising and teaching in a very clear way. Brings intimidating finance and investment decisions down to earth and makes it approachable.
The Art of Finance has a 5 star rating with 23 reviews.
The Art of Finance is closed now. It will open at 9:00 a.m.
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