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  • Business Planning | 03.03

    Inspiring A Movement of Kindness

    Inspiring A Movement of Kindness Happy Friday, Everyone! We dropped one of my favorite Missions Driven Business podcast recordings this week. I chatted with Matthew Hoffman, the founder of You…
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  • Business Planning | 02.24

    Prep Documents Checklist for your 1120S

    Question of the Week Prep Documents Checklist for your 1120S Happy Friday, all! I hope you had a good week. Tax season is in full swing, and I’ve spent much…
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  • Business Planning | 02.17

    Finding Your Calling In Business

    Question of the Week Finding Your Calling In Business Happy Friday, all! I hope you had a good week. On the Mission Driven Business podcast this week, I chatted with…
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  • Business Planning | 02.10

    Bank Reconciliation 101

    Question of the Week Hey all! Happy Friday. Tax season is in full swing, and I’m spending time with my business owners tying up loose bookkeeping ends for 2022, so…
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  • Business Planning | 02.03

    Lessons from the 1099-NEC Deadline

    Question of the Week Lessons from the 1099-NEC Deadline Happy Friday all, What. A. Week! We passed our first tax deadline of many with the 1/31 Information Returns deadline. For…
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  • Business Planning | 01.27

    Lifting Underrepresented Voices

    Question of the Week Lifting Underrepresented Voices Happy Friday, everyone! What a week! We dropped another great episode of the Mission Driven Business podcast. I chat with Sonya Dreizler and…
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  • Business Planning | 01.20

    What happens if I missed Estimated Tax Day?

    Question of the Week What happens if I missed Estimated Tax Day? Happy Friday, everyone! I hope you had a good week. Tax season is almost in full effect. The…
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  • Business Planning | 01.13

    Numbers for the New Year

    Question of the Week Numbers for the New Year Happy Friday, everyone! Last week, I wrote about high-level ways to prepare for 2023. I have some nitty gritty tactical tips…
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  • Fundamentals | 01.06

    What’s your word for 2023?

    Question of the Week What’s your word for 2023? Hey all! Happy first Friday of the year! I hope you had a restful and rejuvenating break. I know I did.…
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  • Business Planning | 12.16

    Your Year-End Checklist

    Can you believe it’s already the end of the year? Now is the time to celebrate with friends and family, reflect on the past 12 months, and plan for the…
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  • Fundamentals | 12.09

    How to Make the Most Out of Charitable Giving

    Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! It’s that time of year to think about end-of-the-year charitable giving. During the holidays, we…
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  • Business Planning | 12.02

    Scaling with the Right Clients

    Question of the Week Scaling with the Right Clients Happy Friday, all! We are on the second to last MDB podcast of 2022! I chat with Christopher Dale, CFP and…
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  • Fundamentals | 11.25

    What are you thankful for?

    Question of the Week What are you thankful for? Happy Friday, all! And Happy Thanksgiving! I hope you have had a celebratory and connective holiday so far. I still love…
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Brian Thompson

Brian Thompson Financial

Certified Financial Planner

Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the States of Illinois and New York. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.

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