Spenser Liszt, CFP®, CCFC

Hi, I’m Spenser Liszt, CFP®, founder of Motif Planning, a flat fee financial planning and investment management firm based in Dallas, Texas.

I help dual-income families in their 30s and 40s who are doing well financially manage the growing complexity that comes with higher income and wealth.

Most of my clients earn $350k+ while raising young kids and managing demanding careers. They have growing investment portfolios, bonuses, RSUs, stock options, deferred compensation, or other executive benefits.

You may be asking:

• Are we making the most of what we’ve built?
• What should we do with RSUs, stock options, or company stock?
• Are we paying more in taxes than we need to?
• Are our investments coordinated with our financial plan?
• How much should we save for college while still enjoying life today?
• Can one of us step back from work someday?
• What can we delegate so we have less to manage ourselves?

I help bring those decisions together across your investments, taxes, equity compensation, employee benefits, cash flow, insurance, college planning, retirement, and estate planning.

You get another set of eyes looking for opportunities, someone to call before a major financial decision, and fewer financial tasks competing for your attention.

My goal is to help you feel confident the details are handled thoughtfully, so you can spend less time researching, monitoring, and second guessing financial decisions and more time with your family and the people you care about.

Before becoming a financial planner, I spent 17 years as a professional musician performing with artists including Aretha Franklin, Frankie Valli, The Temptations, Korn, and Father John Misty. I later earned my CFP® certification through Southern Methodist University and founded Motif Planning.

When I’m not working with clients, I’m spending time with my family, woodworking, or playing piano for my son.

Be sure to check our ⭐️⭐️⭐️⭐️⭐️ reviews on Wealthtender to hear directly from clients about what it’s like to work together.

If you recognize your family in this profile, schedule a 15-minute discovery call. We’ll talk through what prompted you to reach out, what you want help with, and see if Motif Planning is a good fit.