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. We focus on your business and money serving the life you need and want now, as well as the life you want and need in the future.
This comprehensive care model involves a much more hands on approach for those with complex financial lives and a need for more in-depth management and accountability. 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.
Pricing is designed to facilitate great client outcomes and to avoid conflicts of interest. Costs vary widely since clients have such different needs and circumstances. Business engagements are split into two phases – 1) a vision, organizing and discovery phase starting at $2,000 for new businesses and $4,000 for businesses in operation over a year, and 2) a knowledge and execution phase which starts at $2000 per quarter. Personal planning begins at $1,500 per quarter. 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.
You can also check out the Process tab to get an overview of how the process works and the benefits of each step.
Managing, improving and capturing opportunities within your financial life
Sound valuable to you? Contact me.