Cassie Kang, CPWA® CFP® CEPA's Linkedin Analytics

I work with accomplished entertainers, creatives and studio and ad executives who are busy creating and don’t have the time to deal with the complexities of finances. I take the stress off your shoulders, helping you maximize the fruits of your labor during your high-earning years. As a Certified Exit Planning Advisor, I help owners build more valuable companies, have stronger personal financial plans, and align their personal goals. This enables the owners maximize exit values. If you: -Are always busy, working many hours in multiple locations, and don’t have the earnings of a traditional W2 employee -Have inconsistent cash flow or “feast and famine” periods (but want to maintain a consistent lifestyle) -Don’t have the mental energy to deal with financial spreadsheets along with your demanding responsibilities and schedule of executives -Wish you had the flexibility only to take on the projects you’re truly passionate about (rather than ones just pay the bills) -Want to make an impact on the world with your money and leave a legacy of wealth and security for your family and children ❌ LIVE YOUR BEST LIFE AND FEEL CONFIDENT ABOUT YOUR FINANCIAL SECURITY With my system (created specifically for people in our industry), Uniquely Creative Planning, you’ll: ✅Get clarity on how to optimize earnings, investment, and taxes so you can keep as many dollars in your pocket as possible ✅ Maintain your lifestyle throughout the year. Only take on projects you enjoy and feel confident in your financial situation, even throughout “dry” periods. ✅ Have a financial advocate and quarterback who takes the lead and translates complex financial concepts into plain English for you (and who collaborates with your existing team of advisors such as CPAs, business managers, and attorneys), ✅Live a life of purpose and legacy by implementing the most tax-efficient way to transfer wealth to charities and heirs. WHY WORK WITH ME? - Most advisors tell you what to do, but they don't build relationships with your team. Or they give isolated advice but don’t help you implement it. - I’m your consistent partner, walking you through each step of the process, ensuring things actually get done, and always a phone call away. I’m not just an advisor; I’m another member of your team. - Stop leaving money on the table. If you’re ready to start living the life of creative and financial freedom you deserve, let’s talk. In 15 minutes or less, I’ll pinpoint the two action steps that will make the biggest difference in your finances. Find a time to talk here: https://ckwmg.com/contact