The Full edit Process

Your finances,
fully managed.

Finchly builds and manages your complete financial system so nothing gets missed while you stay focused on creating.

Explore Our Process

Woman with curly hair speaking into a microphone while working on a laptop and recording with a smartphone on a tripod.

Brand Deals

Affiliate Income

Ad Revenue

Wherever you create, we've got you.

fit check

Built for creators who are serious about their money.

You've turned your content into a real business, and now your finances deserve the same level of intention.

You want your finances handled—not just explained.

You already outsource to the right people and know what quality support is worth.

You're thinking long-term and want a partner who grows with you.

You trust the people you hire to do their job well.

Debt payoff and emergency savings are still your main focus—those come first, and we'll be here when you're ready.

You're looking for a one-time plan rather than an ongoing relationship.

You prefer the lowest possible price over the best possible outcome.

Kindness is an afterthought. We do our best work with clients who lead with mutual respect. It's just how we operate.

WHAT WE HANDLE

Everything your financial life needs. All in one place.

The Full Edit Process covers the full scope of your financial life—coordinated, proactive, and built around your business.

Goal-Based Financial Planning

Your goals drive everything. We build a plan around what you're actually working toward—not a generic template.

Tax Strategy & Optimization

We work directly with your CPA to help make sure your tax strategy is proactive, coordinated, and built for how creators actually earn.

Retirement Planning

IRAs, 401(k)s, backdoor Roth conversions, Solo 401(k)s—we handle the details so you're building for the future without having to figure it out yourself.

Investment Management

Professionally managed portfolios, integrated into your bigger financial picture—at a reduced management fee starting at 0.80%.

Estate Planning Basics

Wills, trusts, beneficiary strategy and asset preservation guidance—coordinated with your estate attorney so nothing falls through the cracks.

Education Planning

529s, UTMAs, UGMAs—we set up and manage the right accounts so saving for your kids' future is one less thing on your plate.

Life Insurance Needs Analysis

We identify any gaps in your coverage based on what you actually need, nothing more.

Life Event Planning

Getting married, buying a home, having kids, making a big purchase—we help you navigate the financial side of life's biggest moments.

Phone & Email Access, Anytime

Real access to your advisor, whenever you need it.

THE full edit PROCESS

Five steps. No surprises. Here's exactly how it works.

1

The First Look Call

This is a conversation, not a sales pitch. We talk about where you are, where you want to be, and whether Finchly feels like the right fit—professionally and personally. If it does, we get to work on your Financial Edit.

‍You'll leave with a clear sense of fit and a personalized roadmap on the way.

2

Your Financial Edit

Before you commit to anything or pay a cent, we build your personalized financial roadmap—every strategy, every account, every next step, in order. We walk through it together on a live call so you can see exactly how we'd approach your finances. This is also where your monthly fee is set, based on your situation's complexity.

‍You'll leave with a complete picture of what working together looks like—and everything you need to decide with confidence.

3

Greenlight & Setup

You decide to move forward. Your agreement is signed, your subscription begins, and onboarding kicks off. We bring you into our planning platform, you connect your accounts, and we handle the rest.

‍You'll leave with everything set up and in motion.

4

The Working Edit

This is where the foundation gets built. We open accounts, implement tax strategies, consolidate old 401(k)s, set up retirement accounts, coordinate with your CPA, and manage your investment portfolios where applicable. We work in the order that matters most for you—and nothing gets missed.

‍You'll leave with a solid financial foundation and the right pieces in place.

5

Momentum

Once the foundation is set, we shift into proactive, strategic mode—advanced tax optimization, retirement planning, investment rebalancing, and the kind of moves that only happen when your advisor truly knows your business. We meet twice a year for strategy reviews, with phone and email access anytime in between. The longer we work together, the more powerful it can become.

You'll have an ongoing partner who knows your business, your goals, and what's coming next—so your finances run in the background and you never have to think about it.

Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. Rebalancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional. Distributions from traditional IRA's and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty. Converting from a traditional IRA to a Roth IRA is a taxable event.

Investment Management

Investment management is a natural part of the Full Edit Process for most clients—with a reduced, tiered AUM fee based on assets managed. Don't have investable assets yet? No problem. The monthly subscription covers everything in the meantime, and we add investment management in when you're ready.

Assets Under Management

Annual Fee

$250,000 & Below

0.80%

$250,000 - $1,000,000

0.75%

$1,000,000 - $5,000,000

0.60%

$5,000,000+

0.50%

Assets Under Management (AUM) fee is deducted quarterly from the account value directly. Generally, householding your accounts will result in a financial benefit to you due to reduced overall management fees; you should consider householding where applicable. Finchly Finance uses the program My Advice Architect for all advisory accounts. Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply.

From Our Clients

Don’t just take our word for it

Smiling woman with long brown hair holding a cocktail glass garnished with a lemon peel, seated on a patterned bench in a dimly lit restaurant.

Content Creator

Finances Handled

“Brad and Lucinda actually understand what I do and built a system around my unique business. I have clarity on my finances instead of just anxiety.”

Haley Maxfield

Dallas Food & Lifestyle Influencer / @hungryindallastx

This testimonial is from a current client of Finchly Finance. Their experience may not be representative of all clients. No compensation was provided in exchange for this testimonial.

FROM THE BLOG

Money topics that actually matter to creators

Life Milestones

the podcast

Money Made Easy for Content Creators

Real talk about money, taxes, investing, and building wealth as a creator. New episodes out regularly.

Listen Now

The First Look Call is at no charge. No commitment. Just a conversation about what's possible.

Book a Call

Check the background of your financial professional on FINRA's BrokerCheck.

Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at www.ceteraadvisornetworks.com.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Opinions expressed by the owner of this content does not reflect an endorsement by the named broker dealer or its affiliates.

‍Important Disclosures and Form CRS | Business Continuity

Your finances,
fully managed.

Built for creators who are serious about their money.

Everything your financial life needs. All in one place.

Five steps. No surprises. Here's exactly how it works.

The First Look Call

Your Financial Edit

Greenlight & Setup

The Working Edit

Momentum

The Full Edit Process

$350

Investment Management

Don’t just take our word for it

Money topics that actually matter to creators

Questions to Ask a Financial Advisor Before You Hire One

How to Pay Yourself as a Content Creator

3 Money Habits Holding Content Creators Back

Money Made Easy for Content Creators

You know how we roll. Now let's talk.

Your finances,fully managed.

Built for creators who are serious about their money.

Everything your financial life needs. All in one place.

Five steps. No surprises. Here's exactly how it works.

The First Look Call

Your Financial Edit

Greenlight & Setup

The Working Edit

Momentum

The Full Edit Process

$350

Investment Management

Don’t just take our word for it

Money topics that actually matter to creators

Questions to Ask a Financial Advisor Before You Hire One

How to Pay Yourself as a Content Creator

3 Money Habits Holding Content Creators Back

Money Made Easy for Content Creators

You know how we roll. Now let's talk.

Your finances,
fully managed.