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, which means there are no commissions, kickbacks, or sales pitches for insurance or other expensive investment add-ons—just the transparency you deserve.

I split business engagements into two phases

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. The Process tab provides an overview of how that process works and the benefits of each step.

Sound valuable to you? Contact me.