Spenser Liszt, CFP®

@UCZRP0JQ0nQxCJBEmGgIPn3Q - 164 subscribers

Hi, I’m Spenser Liszt, CFP®, founder of Motif Planning, an advice-only financial planning firm based in Dallas, TX. I provide holistic financial life planning for high-earning executives and families who want clarity, structure, and long-term direction. My work centers on lifetime tax planning, equity compensation strategy, investment planning, cash flow management, risk management, and estate coordination. Every recommendation fits within a broader financial life plan. Motif Planning operates on a flat-fee, advice-only model. I do not sell products, earn commissions, or manage assets for a percentage fee. My role is to provide objective guidance so you can make informed decisions with confidence. I believe financial planning should reduce stress, increase optionality, and support the life you actually want to live. Outside of work, I enjoy woodworking and spending time with my family.