Alegent Financial Planning

Welcome to Allegiant Financial Planning, LLC, a boutique financial services firm specializing in serving the unique needs of self-employed and small business owners, particularly those in the creative industry. As a jeweler and an artist myself, I, Lauren Estes, understand the challenges of running a business while navigating the complexities of personal and business finances. At Allegiant, our mission is to provide personalized financial planning and investment management services that cater to the distinct needs of creatives.

Our Services

At Allegiant, we understand that every creative entrepreneur is unique, with their own set of financial challenges and goals. That's why we offer a range of services designed to address the specific needs of self-employed individuals and small business owners.

Financial Planning for Creatives

Our financial planning services are tailored to help creatives manage their finances, achieve their goals, and secure their financial futures. Whether you're looking to start a new business, grow an existing one, or simply take control of your personal finances, our team is dedicated to providing personalized guidance and support.

Investment Management

As a financial planning firm, we also offer investment management services designed to help our clients achieve their long-term financial goals. Our investment portfolios are tailored to meet the unique needs and risk tolerance of each client, with a focus on diversification, tax efficiency, and periodic rebalancing.

Process

At Allegiant, we take a comprehensive approach to financial planning and investment management. Our process begins with a thorough assessment of each client's financial situation, goals, and risk tolerance. We then work collaboratively with our clients to develop a personalized financial plan and investment strategy designed to help them achieve their goals.

Results

By working with Allegiant Financial Planning, LLC, you can expect to achieve your financial goals, gain greater control over your finances, and enjoy peace of mind knowing that your financial affairs are in order. Our team is committed to providing exceptional service, personalized attention, and customized solutions that cater to your unique needs and goals.

About Lauren Estes, CFP, CRPS

As the founder of Allegiant Financial Planning, LLC, I, Lauren Estes, draw upon my own experiences as a jeweler and artist to provide personalized financial planning and investment management services to creatives. With a deep understanding of the unique challenges and opportunities faced by self-employed individuals and small business owners, I am dedicated to helping my clients achieve their financial goals and secure their financial futures.

Get Started

If you're ready to take control of your finances and achieve your goals, schedule a call with us today to learn more about how Allegiant Financial Planning, LLC can help. Together, let's navigate the complexities of financial planning and investment management, and achieve a brighter financial future.