Passionate, profitable, and always purposeful
My firm provides financial and business planning to help entrepreneurs build financially thriving mission-driven businesses and purpose-driven lives. We use your money and business as tools to increase your sense of financial well-being and life satisfaction. Brian Thompson Financial is a fee-only firm – that means no commissions, no kick-backs, and no sales pitches for insurance or other expensive investment add-ons – just the transparency you deserve.
I split business engagements into two phases:
- Phase 1 – Discovery: In this phase, I help you get clarity around who you are, what you want, and what resources you have to build the business of your dreams. I help clarify your passion, vision, and values behind your business to use as a lens for your future decisions. I also analyze how your cash flow, business structure, taxes, etc., all fit together. The minimum cost for this phase is $2,000 for a new business and $4,000 for a company in operation over one year. There will be added costs for complexity, such as the number of people involved in the process, business structure, and revenue.
- Phase 2 – Ongoing support and care: Here, we set up the foundational structure for your mission-driven business, as well as respond, advocate and create conditions for success. Specifically, we revisit your mission, vision, and values, using them as a lens for your strategic decisions as the business evolves and navigates uncertainty. We will address any business structure changes, set up a cash management system that drives profitability from day one, implement proper bookkeeping and maximize your use of business tax advantages. We will also address retirement planning (like setting up Solo 401ks), scenario plan, set up buy-sell agreements, adjust employee benefits, and develop exit strategies aligned with the purpose, vision, and values we discovered in Phase 1. The minimum cost for this phase is $6,000/year for new businesses and $10,000 for business in operation over a year. There will be added costs for complexities such as having multiple entities, multiple owners, and/or complex balance sheets. Deliverables and meeting structure will vary, and I will outline a roadmap in your proposal.
My goal is always to provide value exceedingly above your investment. Additionally, I will always provide the cost and scope of engagement before committing to anything. If you are curious to learn more about what it would cost in your situation, feel free to set up a 15-minute introduction call.
You can add personal financial planning at an additional cost. You can check out the Process tab to get an overview of how that process works and the benefits of each step.
Managing, improving and capturing opportunities within your financial life
Sound valuable to you? Contact me.