Fleur-de-lis Financial is a financial planning and wealth management firm focused on helping performing artists and their patrons build financial confidence and long-term security. Recognizing that artistic careers may follow less conventional paths, the firm offers tailored guidance to help clients manage financial challenges, pursue personal goals, and focus more fully on their passions.

Its services include cash flow and budgeting, investment management, retirement planning, estate planning, tax planning, insurance and risk management, financial therapy, and assistance with giving to loved ones. The firm also helps clients get organized and develop practical financial strategies through a collaborative planning process. This typically begins with an initial consultation and discovery meeting, followed by organizing financial details, presenting recommendations, and ongoing planning reviews.

Fleur-de-lis Financial conducts its planning process virtually, working with clients to identify priorities, assess options, and build a strategy aligned with their goals. Its approach is designed to support financial well-being at every stage, from improving day-to-day stability to preparing for retirement and protecting a lasting legacy.