Simplify your workflow, manage client projects, and track every gig in one secure dashboard. Designed for freelancers who want clarity, control, and confidence in their business.
Your taxes, insurance, and fiduciary needs deserve to work in harmony. When they do, every decision becomes easier, every outcome clearer, and every stage of life more peaceful.
We start wherever you are — whether that’s preparing your tax return, reviewing your insurance coverage, or administering a trust or estate — and guide you forward with a clear, connected approach.
Ready to file your tax return? Wondering if your insurance still fits your life? Trying to navigate a trust or estate? Wherever you are in your financial journey, we’ll meet you there – and help you move forward with clarity and confidence, leading you on a path to financial serenity.
Tax, fiduciary, and insurance services are provided separately under applicable state regulations.
Torrey Advisory offers coordinated services across tax, fiduciary, and insurance areas — each governed by its own regulatory framework and engagement agreement. Clients are not required to engage in more than one service area. This material is for educational and informational purposes only and should not be considered specific tax, accounting, or legal advice. Engagements are formalized only upon execution of a written agreement.
A fiduciary is a licensed professional entrusted to manage another person’s personal, financial, or healthcare affairs. Families often rely on a fiduciary when a loved one can no longer manage financial matters, when an estate requires a trustee or executor, or when neutral, professional guidance helps ensure sound, conflict-free decisions.
At Torrey Advisory, we simplify the complex world of taxes and accounting so you can focus on what matters most. From individual and business tax preparation to strategic planning, bookkeeping, and financial reporting, we deliver accurate, proactive support tailored to your goals.
Protecting what matters most begins with the right coverage and guidance. At Torrey Advisory, we offer life and health insurance solutions designed to safeguard your family, business, and future.
$500+
What's included?
$1,000+
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$2,000+
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$750+
$1,500+
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$3,000+
What's included?
$500+
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$700+
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$1,000+
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We’re dedicated to helping freelancers save time, stay organized, and focus on what truly matters growing their business with confidence.
No clutter, no confusion just a clean interface that makes project management effortless.
Your data stays safe and synced, accessible anytime from any device.
Every feature is crafted with the freelance workflow in mind flexible, fast, and reliable.
Manage projects, clients, and payments from one powerful dashboard.
At Torrey Advisory, we provide licensed fiduciary services built on trust, transparency, and care.
Managing and distributing assets in accordance with trust or estate terms.
Overseeing day-to-day finances, budgeting, and reporting for individuals or estates.
Offering objective guidance in complex or sensitive family situations.
Hear from independent professionals who use our platform to stay organized, manage clients, and grow their freelance careers with confidence.
Graphic Designer, Freelance Studio
I’ve tried dozens of tools, but this one feels built exactly for freelancers. Clean interface, smart features, and no unnecessary clutter, just what I need.
Web Developer, CodeFlow Agency
I love how easy it is to track projects and payments. It keeps me accountable and makes client communication a breeze.
Content Writer, WordCraft Freelance
Finally, a tool that understands the freelance workflow. It’s like having my own virtual assistant managing everything in the background.
Marketing Consultant, SoloEdge Media
Got questions? We’ve answered some of the most common things freelancers ask before getting started.
Yes, it’s designed specifically for freelancers, consultants, and small teams who want an easier way to manage gigs and clients.
Not at all. The platform is built to be simple and intuitive — if you can send an email, you can manage your gigs here.
Absolutely. Your data is securely stored in the cloud, so you can access it anytime from your computer, tablet, or phone.
100%. We use advanced encryption and secure cloud servers to keep your data protected at all times.
Disclaimer: Tax, fiduciary, and insurance services are provided separately under applicable state regulations.
Torrey Advisory offers coordinated services across tax, fiduciary, and insurance areas — each governed by its own regulatory framework and engagement agreement. Clients are not required to engage in more than one service area. This material is for educational and informational purposes only and should not be considered specific tax, accounting, insurance or legal advice.
Not affiliated with or endorsed by the U.S. government or the federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to the plans we do offer in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.
Eva Budnik, CPA DBA Torrey Advisory License #151135
Eva Budnik DBA Torrey Insurance Services License #0K77814
Eva Budnik, CA Professional Fiduciary License #2153
Copyright © 2025. Torrey Advisory, All rights reserved.
This platform completely changed how I manage my clients. Everything feels organized and stress-free now, I finally have time to focus on design instead of juggling spreadsheets.