Motif Planning

Hi, I’m Spenser Liszt, CFP®, founder of Motif Planning, an advice-only financial planning firm based in Dallas, TX. You and your partner earn strong incomes. Your careers are demanding. Your time is limited. And now you’re raising young kids on top of it. Most days feel like a tradeoff between work, family, and everything else that needs your attention. So your finances get handled in pieces, when there’s time. As your income grows, the decisions stack up. Why was our tax bill so high last year, and how do we fix it going forward? What should we be doing with RSUs, stock options, and bonuses as they hit? Are we protecting our family properly if something happens to one of us? Can one of us step back from work without breaking the plan? How much house can we afford while still investing and saving for our kids? You’re doing well, but every decision takes time, energy, and second guessing. That’s financial decision fatigue. You’re already deciding what’s for dinner every night. Now you’re also expected to make all of your family’s financial decisions. This is how we eliminate financial decision fatigue: Automate your cash flow Defend against risks with insurance Understand and maximize employee benefits Leverage your executive comp Trim your lifetime tax bill Invest with intention Navigate big life changes Get your estate plan done You need a system built for how you earn and live, guided by someone who understands your family, complex compensation and careers.