Solstice Wealth (Formerly Art of Finance) - Austin (TX)

5 /5 Lee Family: My husband and I have met with both Julia and Philip in two separate Zoom calls to talk about our retirement plans. We both came in with some knowledge but not enough to make confident decisions. Its amazing how both can explain complex financial concepts to just the average Joe. We both dont have a financial background, yet we walked away feeling more confident about our future and decisions. I have recommended friends to use The Art of Finance! Well be back if we need financial advice again. Thank you, Art of Finance, for being so awesome!

5 /5 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 youre feeling lost or stuck, they can help!

5 /5 Katrien Taborda: My husband and I had a financial planning meeting with Philip and came away with so much more clarity on how to plan our finances and maximize our income. Despite being in an in-between stage when we met with Philip (we were in the process of buying a home), his advice, recommendations, and planning were spot on, and now that were on the other side of house purchasing, weve already put most of his recommendations into action. I summed it up to anyone who would listen that it felt like the most grown up thing Ive ever done for us and that I learned more in that 90 minutes than I have in a very long time. If youre on the fence and have some questions, I highly recommend meeting with The Art of Finance team!

5 /5 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.

5 /5 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 Karas 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. Its 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.