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Unscary Financial Planning for Everyone
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:
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Get your personal and professional finances organized
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Build an easy to follow budget
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Manage credit card and other debt
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Build savings for short- and long-term goals
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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.
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 Weil
Investment Advisor and Founder
Annie Son
Investment Advisor
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.
Kelly Bethke
Operations
Kate Herrmann
Marketing
Paul Stiverson
Software Development
Contact Us
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