Now is the time. This is the place.
At Brian Thompson Financial, my goal is simple: to help a new generation of LGBTQ+, mission-driven entrepreneurs live fulfilling lives professionally and personally.
I want to see underrepresented entrepreneurs create the world they enjoy living in and build the life they’ve dreamed of. Building a thriving business is the fastest way to financial independence. And I want to help get you there.
I accomplish this mission and vision by abiding by four core business values:
- Lead by example: We take care of ourselves physically, mentally, and spiritually 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 changing who you are but being who you are.
- Listen Deeply & Speak with Care: We approach 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 everyday joy of showing up for our clients and helping make their lives better.
Financial Planning Designed for Your Life
Owning and operating your own business is challenging. You may have a passion and vision but don’t know how to make it a reality. In other words, instead of being lost in the forest, you don’t even know where the forest is. Or you may have already thrown yourself entirely into your passion only to look up and realize it’s become something you don’t even recognize. As a business owner, you’ll have a tangle of conflicting obligations and a lot of opportunities for richness, joy, and choice in the future.
Now more than ever, Generation X and Y LGBTQ+ entrepreneurs need a trusted guide and someone who can help manage many business and life decisions that will inevitably arise. 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 get clarity around your values, dreams, and goals to ensure you’re building something that will serve your great life as well as make a difference in the lives of others. I can guide you through the foundational steps in setting up, organizing, or improving your business. I also provide ongoing support and adjustments that help you respond to what is happening in your business and create new opportunities.
Whether you’re starting a business, growing an existing one, or realigning your vision, together, we’ll tackle your questions to help you thrive now and in the future by making good decisions today.