Now is the time. This is the place.
I started Brian Thompson Financial with a simple goal: to help a new generation live fulfilling lives through education and empowerment. I do this by abiding by four core business values:
- Lead by example: We take care of ourselves physically, mentally and spiritually in order to be the best we can in serving our clients and show them by example what living a fulfilling life looks like.
- Choose Courage: We embrace our uniqueness and dare to be who we are in the face of uncertainty, discomfort, risk and emotional exposure. Belonging in this firm doesn’t require you to change who you are, but to be who you are.
- Listen Deeply & Speak with Care: We come to each conversation with an open mind rather than the “right answer.” We tell the whole truth to ourselves, our clients and each other.
- Appreciate all that we have: Rather than focus on extraordinary moments, we appreciate the every-day joy of showing up for our clients and helping make their lives better.
Financial Planning Designed for Your Life
Adulthood is a complex time, especially in this era of marriage equality, increased entrepreneurship, convoluted tax laws and widespread student debt. You’ll have a tangle of conflicting obligations but also a lot of opportunity for richness, joy and choice in the future.
Now more than ever, Generation X and Y LGBTQ+ entrepreneurs and couples need someone they can trust on their side. That’s where I come in.
The Advice You Need, When You Need It
As a CERTIFIED FINANCIAL PLANNER™ and tax attorney, I have the experience and expertise to help you help navigate the complexity of your personal, professional and financial lives. I listen and help guide you through the process of self-discovery, analyze your personal and/or business situation, and then offer meaningful expert guidance, advice and support that’s tailored to your circumstances, dream, vision and needs.
Whether you’re starting your own business or trying to grow an existing one, chiseling down debt or just want a better handle on your budget, together, we’ll tackle your questions to help you thrive now and in the future by making good decisions today.