Moonshot Planning is a fee-only financial planning firm serving content creators, influencers, and self-employed professionals with irregular income. Its CFP®-certified fiduciary advisors help clients bring structure to finances shaped by multiple income streams, changing workloads, and evolving goals. Services include personalized financial plans, cash-flow systems, tax strategy, and investment guidance. Moonshot helps clients create a consistent personal paycheck, build a one-to-three-month reserve for slower periods, estimate and set aside quarterly taxes, and track deductions. It also advises on self-employed retirement accounts, including solo 401(k)s and SEP IRAs, and helps clients automate contributions while planning for long-term goals.

The process begins with a free financial health check covering income, expenses, taxes, and priorities. Clients receive a tailored plan and meet regularly, often quarterly, to adapt it to new projects, clients, or life changes. The firm also provides education, practical resources, and community support designed for creators. Moonshot works with freelancers and business owners beyond the creator economy, including designers, strategists, coaches, and others earning through their own businesses.