If there’s one thing we believe here at Iseler Financial, it’s that information alone is not enough to drive real lasting changing. You also need a big "why" to drive the decisions that lead to a better life.
Our capital-W "Why" is to help creative professionals (like you!) take control of their financial lives to build stability and peace of mind when it comes to managing money.
The determination to march to the beat of your own drum inspires everything we do, and we believe that should be celebrated! But before we help you on your journey, we thought we’d share a bit about ours…
Our Story
Iseler Financial is a boutique financial advisory in Durham NC, dedicated to serving independent creatives. We work with musicians, artists, authors, podcasters, designers, freelancers, and small business owners to help them reduce the stress around money while building lasting wealth.
That focus on creative professionals is no coincidence: founder Timothy Iseler worked in the music industry for 18 years as a studio and touring audio engineer (and sometimes amateur musician). We know firsthand what it means to navigate cash flow, manage debt repayment, and save & invest for the future with an unpredictable income.
We also know what it feels like to be dismissed by mainstream financial professionals because your job or your dreams are too weird for them. That's why Iseler Financial is dedicated to meeting you where you are: show up as yourself, talk the way you normally talk, wear the clothes you normally wear. There are no finance bros here and we won't treat you that way or use a lot of confusing jargon.
Why We Love Working With Creative Professionals
Collaborating with our clients is deeply rewarding and inspiring. Here are just a few reasons why we love working with creative professionals:
1. They're Inspiring
Working with creative professionals is an incredibly inspiring experience. Their ability to think outside the box and generate fresh, innovative ideas can ignite my own creativity and push me to explore new possibilities. Collaborating with individuals who challenge conventions can reinvigorate the process of financial planning, leading to unique strategies tailored to your creative lifestyles.
2. They're Innovative
Creative professionals thrive on breaking barriers and introducing novel concepts, which translates seamlessly into their financial planning needs. Just as you push the boundaries with your work, finding appropriate financial strategies requires the same ingenuity. Partnering with creative thinkers opens the door to exploring unconventional methods for managing investment opportunities, tax strategies, and retirement plans to not only secure your future but also enjoy a rich & rewarding life now.
3. They March to Their Own Drums
Independent creatives craft careers by embracing their authentic selves, and the same ethos extends to their financial aspirations. Tailoring financial plans to your unique rhythms (pun intended) ensures that your monetary goals align with your values and best vision for the future. By understanding your distinctive career path, we can design strategies that accommodate irregular income streams, sporadic projects, and the entrepreneurial spirit that often characterizes creative pursuits. Embracing each person's individuality not only fosters a deeper connection but also allows us to create flexible financial roadmaps that empower you to continue blazing your own trail with confidence.
4. They’re Ambitious
It's a four-letter word in some circles, but creative professionals exhibit a unique brand of ambition that sets them apart. They possess a drive to realize creative visions, often pushing boundaries to achieve excellence in their chosen fields. If that's not ambition, what is?!? The inherent ambition of creative professionals fuels their desire for personal, professional, and financial growth. Whether it's funding a new project, expanding creative ventures, or establishing a legacy, a dynamic financial plan provides a roadmap for tailoring investment, savings, and retirement plans that align with your best long-term visions.
5. They're Compassionate
Creative professionals have an ability to empathize and connect with others that extends to financial goals, where they seek both personal success and ways to positively impact their communities, the planet, and the causes they care about. By aligning financial decisions with your values, we can help you find smart ways to give back, invest responsibly & ethically, and pursue philanthropic endeavors. A sense of purpose can help transcend traditional definitions of financial success.
6. Creative Professionals Care About More Than Just Money
Working with creative professionals reminds us that the important stuff in life extends beyond monetary gain. They measure success not just in monetary terms, but also by the impact their work has on the world and the lives it touches. A well-rounded approach to financial planning – one that considers their aspirations, values, and the lifestyle they envision – helps articulate and clarify what really matters most. Financial stability is essential, but it's just one element of the creative journey.
Curious About How We Can Help You?
If you are a creative professional, we’re grateful for all you do to bring exciting new work into the world! Though some skeptics might not understand standing apart from the crowd (how many times have you explained what you do to your family?), the work you do sure is essential and important.
Which is why taking control of your financial well-being is so critical – so you can continue to bring great work into the world!
Are you feeling overwhelmed with your current financial reality? Do you wish you could focus on your work without being sidetracked with nagging doubts about the right ways to manage cash flow, save & invest, and plan for financial independence (AKA retirement)?
Then this is the right time to find out how working with a financial planner who walks the walk can help you build stability, security, and breathe a little easier. Let us help you sort through the details so you can focus on what matters most.
If you have any questions about how we can help you make better financial decisions for the life you want now and later, schedule a phone call or video meeting right here!
Thanks,
Timothy Iseler, CFP®
Founder & Lead Advisor
Iseler Financial, LLC | Durham NC | (919) 666-7604
P.S. - Curious about working with an advisor, but not quite ready to take a call? Get a free assessment of your financial well-being by completing your financial scorecard. This quick personal video assessment will highlight what's working well, what areas need attention, and the kinds of conversations you should be having. There is zero obligation to receive a free assessment but if you do decide that you'd like to learn more about working together, the information you provide will allow us to have a meaningful conversation right away. Thanks!
Iseler Financial helps creative professionals remove stress while taking control of their financial futures. As both advisor and accountability partner, we help identify current strengths and weaknesses, clarify and refine your long-term goals, and prioritize understandable, manageable, and repeatable actions to bring long-term financial well-being. Reach out today to take the first step.