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Overall Limitations & Disclaimers
The work we provide is educational in nature and is not intended to be used as tax, legal, or accounting advice, including to avoid penalties under Section 230. Tax laws, financial planning, and accounting rules are nuanced and specific, and a group or exploratory conversation is no substitute for diving deep into this complex process.
Ground Rules for Workshops
There are a few ground rules that govern our work with partners and clients in workshop and small-group settings. They are worth highlighting here, at the outset, to make sure we're all on the same page, and they are repeated when we gather together, whether online or in person.
Take Space & Make Space
We respect each person's voice, and all voices have value. We all have important contributions to make, but if we are too quick to share our own thoughts, we may not be able to hear the experiences and thoughts of others.
Equal Parts Teachers & Learners
Each person brings a unique perspective, a long list of life experiences, and relevant, important information to share. We have so much to learn from each other. We recognize that we are all both teachers and learners in this space, and we honor each role.
Stories Stay & Lessons Leave
Our work conveys confidentiality, and we recognize the vulnerability that individuals bring to this space. We empower individuals to share their own stories, if they wish, and we amplify lessons that can be helpful to others, without sharing personal information. Only the lesson should leave.
Ground Rules for One-on-Ones
We have some expectations for one-on-one sessions to ensure everyone has a positive experience.
Come as You Are
It's great if you can prepare some questions in advance, but that's not always possible. Come as you are, and we'll do what we can do together. We will not judge your financial choices, your priorities, or your goals. Our job is to work with you – exactly as you are – and help you get where you want to be.
Do the Math
If there were an easy solution, you would already know about it. One of our core ground rules is to do the math to make abstract feelings concrete. Oh sure, we'll share the solutions and secrets we've learned over the years, but the biggest lesson you can take away from this process is to do the math. Do the hard work. Think through the options for whatever you are considering, write down what they are, plus pros, cons, and costs of each. Do the math.
Know Thyself
You are an expert in your own experiences, so you get to decide how this information applies to your own creative career. No one else can do that for you. Thank goodness. You retain full agency over your choices. And it helps if you know your own strengths and limitations.