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Spenser Liszt (CFP®)

Spenser Liszt focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Middle Income Client Needs
  • Millennials
  • Professional Athletes or Entertainers

Planning Specialties

Executive Compensation & Equity Planning – Guidance on stock options, RSUs, and other equity-based compensation. Tax Strategy & Lifetime Tax Planning – Proactive tax planning to optimize savings and minimize liabilities over time. Cash Flow & Budgeting – Structuring income, expenses, and savings to align with your financial goals. Retirement & Investment Planning – Building long-term investment strategies tailored to your career and lifestyle. Risk Management & Insurance Analysis – Identifying and addressing financial risks to protect your wealth. Estate & Legacy Planning – Coordinating estate plans to ensure wealth transfer and charitable giving align with your wishes. Major Life & Career Transitions – Financial planning for promotions, job changes, relocation, and other milestones.

Additional Information

I started Motif Planning to help high-earning music executives make sense of their finances and build wealth with confidence. Before becoming a financial planner, I was a professional musician, so I understand the unique challenges of this industry—fluctuating income, complex compensation structures, and the pressure to balance career success with personal financial security. My approach is direct and strategic. I focus on executive compensation, tax planning, cash flow, and long-term wealth management, helping clients create a financial plan that works for their career and life. As a fee-only advisor, I don’t sell products or take commissions—just straightforward advice. If we’re not the right fit, I’m happy to connect you with someone who is.

NAPFA Start Date

February 25, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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