Unscary Financial Planning for Everyone

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Financial security is freedom.

Freedom from worry, freedom to pursue your dreams. 

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Money Positive Cooperative is excited to be partnered with Tribeworks to provide financial planning as an employee benefit. Our financial planners specialize in supporting artists, and we look forward to helping you with your practice and personal finances.

As a Tribeworks member, you get six months of Money Positive financial planning reimbursed to you. Money Positive is an ongoing subscription service, so you may choose to continue planning after the six months.

What We Offer

In the planning process, we help you:

  • Get your personal and professional finances organized

  • Build an easy to follow budget

  • Manage credit card and other debt

  • Build savings for short- and long-term goals

  • Invest for retirement

With regular access to your financial planner, you're able to ask financial questions as they come to you or as financial life events arise. You're able to learn along with this process and feel empowered to tackle your finances head on.

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Schedule Your First Call

This is just a free 30-minute call to ask questions and decide if Money Positive is right for you.

Money Positive is Worker-Owned

The company is owned and operated by the people that work here. We think this is the right way to build a company and that we will make better decisions because we are accountable to our clients and to each other.

Meet Our Planners

Lewis

Lewis Weil

Investment Advisor and Founder

Annie

Annie Son

Investment Advisor

Kavita

Kavita Koppa

Investment Advisor

and the rest of the team!

Y'all, Money Positive is B Corp certified. We are the first financial planning company in Texas to achieve this designation. This means we hold ourselves to high ethical, environmental, and social standards. 

We started by helping artists, and now we are here to help everyone. We strive to help BIPOC, LBGTQ+, and traditionally underrepresented people. 

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Kelly

Kelly Bethke

Operations

Kate

Kate Herrmann

Marketing 

Paul

Paul Stiverson

Software Development

Contact Us

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