Friendly, flexible and always fee-only.

My firm provides financial planning in which you use your money to increase your sense of financial well-being and life satisfaction.  Brian Thompson Financial is fee only – that means no commissions, no kick-backs, and no sales pitches for insurance or other expensive investment add-ons – just the transparency you deserve.

Business engagements are split into two phases: 

• Phase 1 – Discovery: In this phase, we discover who you are, what you want and what resources you have to build the business of your dreams. I often use a jigsaw puzzle analogy to describe this phase. Almost all of us have struggled to reconcile the beautiful picture on the puzzle box top with the hundreds of scattered pieces inside. I help you get clarity around what the picture on your box top looks like and analyze what pieces inside we have to work with.  I do this through a combination of the art of financial planning (clarifying your passion behind your business, your vision and the values you use a lens for your decisions), as well as the science of financial planning (figuring out 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 business in operation over one year. They will be added costs for complexity such as the number of people involved in the process, business structure and revenue. We will have two or three meetings. I’ll take you through a couple of exercises around the vision and values of your business, as well as analyze your profit and loss statements, balance sheets and statements of cash flow. I will deliver a comprehensive business summary, as well as an organized presentation and proposal for the next phase.

• 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 will address any business structure changes, set up a cash flow system that makes you profitable 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 that are all in line with the purpose, vision and values we discovered in Phase 1.

The minimum costs for this Phase is $6,000/year for new businesses and $10,000 for business in operation over a year. Deliverables and meeting structure will vary and will be outlined in your proposal.

Costs may be adjusted if there are added complexities such as having multiple entities, multiple owners, and/or complex balance sheets. My goal is always to provide value greatly in excess of your investment.  Additionally, I will always provide the cost and scope of engagement before you commit 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.

Personal planning can be added 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.

• Comprehensive Care Process

  Managing, improving and capturing opportunities within your financial life

  Comprehensive Care Process

  The comprehensive care model is a collaborative approach that helps bring order to your financial life. We will creates a space where you can get excited about and take action towards the life you want.  We work together to anticipate your life changes and financially prepare for them by regularly assessing any transitions that might come. We creating the action plan necessary to address and manage them ahead of time.

  During the first year, we usually meet between six to eight times and then quarterly or semi-annually following, depending on what’s going on in your life. The meetings last an hour to an hour and a half, and the first three typically happen within three to four weeks of each other.  However, we adjust to whatever pace suits you. The following is an overview of what you’ll experience.

  1. Vision Meeting: We dig deep into what matters to you most and how your money can serve you to that end. You dream big and put all of your hopes and ideas on the table. We then create a vision of your business and your life with everything as you want it to be. We also prioritize your goals to help bring that dream to fruition.
  2. Organization and Obstacles Meeting: We assess where you are now by bringing your entire financial life into one place.  We review and discuss your assets and liabilities, as well as your current income and expenses for both your business and personal finances. This meeting will also explore what obstacles might get in your way and tackle them head on
  3. Knowledge Development Meeting: We develop a thoughtful, intentional process for how you can use financial planning techniques to build the choice and opportunity you want in your present life and fund your future wants and needs. We focus on habits and automation to ensure that you stick to your planning.
  4. Execution Meeting: With the energy and inspiration of your ideal life, as well as your initial financial plan in place, we work together to help you bring your vision to life as quickly as possible. We check in on the system we’ve set up for you. We review questions on implementation, assess your progress and give you direction where to go from here.
  5. Check-In Meetings (If necessary): After the execution phase kicks in, we will check in on your progress, and I’ll be there to help you if you go off course or something changes.
  6. Annual Renewal Meeting:  We review your progress with the implementation of your tasks and discuss your continued need for ongoing support and next steps as we go into each new year of planning.

  This service also includes:

  • Notes and easily digestible planning materials after every meeting.
  • 24-7 access to your client portal to help keep all aspects of your life in one place.
  • Discounted tax preparation and bookkeeping.
  • In-depth tax planning regarding what you can and cannot deduct, when and how much to pay in quarterly estimated taxes, and the most efficient timing of your expenses.
  • Collaboration with other professionals to ensure comprehensive planning.
  • Unlimited email support from me whenever questions arise.

  Schedule an appointment to find out if this service is right for you.

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Sound valuable to you? Contact me.