Motif Planning

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

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

Most of my clients earn $350k+ while raising young kids and managing demanding careers. They may have growing 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 plan? • How much should we save for college while enjoying life today? • Can one of us step back from work someday? • What can we delegate so we have less to manage?

I help bring those decisions together across 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 spend less time researching, monitoring, and second guessing financial decisions, and more time with your family.

Before becoming a financial planner, I spent 17 years as a professional musician performing with 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 with my family, woodworking, or playing piano for my son.

Check out our 5-star Wealthtender reviews to hear directly from clients.

If you recognize your family here, schedule a 15-minute discovery call to see if Motif Planning is a good fit.