Leslie Ransom, CFP® Indie Financial Planning, LLC

About Leslie Ransom, CFP®

You are motivated to create your own path – thinking outside the usual boxes. As you build your life, budgeting, saving, investing and planning are critical to living well and following your dreams. We are a fee-only planning firm with a background in arts and entertainment looking to help you carve out your future.

I am Leslie Ransom, CFP®. With over 20 years in sales and marketing in the independent music industry, I have an awareness of the challenges facing artists, musicians, or anyone looking to build a business or career not tied to a 9-5 job and a regular paycheck. We cater to self-employed entrepreneurs who are looking to plan for a future on their terms.

I founded Indie Financial Planning as an alternative to an industry widely viewed as only serving the very wealthy. There are no investment minimums to work with us. We’re an independent resource ready to partner with you when you’re ready to take control of your financial life.

We know that financial planning involves much more than just investments. We consider the many moving parts that might affect your financial situation – from budgeting to taxes – and work with you to build a plan based on trust and with an understanding that your situation is specific to you. We focus on education and planning to help you achieve your goals.

We treat planning as a partnership. We provide you with the tools and knowledge to take control of your finances and offer advice and expertise to answer your questions and establish your goals. Ongoing planning allows us to create a road map with clients and travel that path alongside them, adjusting for changes along the way.

After graduating from Pomona College with degrees in Economics and French, I moved from California to Boston for a change of scenery. There, I began working in a record store and eventually moved into sales and distribution for a small independent record label (TAANG!). After several years, I moved to Chicago where I continued working in the independent music industry including a 16 year stretch as Head of Sales and Marketing for Touch and Go Records.
After leaving the music industry in 2009, I saw an opportunity to offer budgeting, investment and general planning advice to the many talented and creative types in need of financial planning. I went to Northwestern University and received my Certified Financial Planner™ designation in 2013.

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Ideal Clients

  • Artists & Creatives
  • Female Entrepreneurs
  • Gen X
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $150+/mo + $750+ upfront
  • Hourly Fee: $200/hr
  • AUM: 1%

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