Friendly, flexible and always fee-only.

My firm provides financial and business 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

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.

Sound valuable to you? Contact me.