YOU DON’T HAVE TO CHOOSE

Building a financial plan for mindful solo business owners gives you the freedom to live a full life, doing the work you love without jeopardizing your financial future.


  • Build your career around your lifestyle without sacrificing financial stability.
  • Nurture your creativity and make space for your ideas to flourish.
  • Carve out time to connect with your community and make an impact.
  • Enjoy stress-free living that aligns with your values and dreams.
  • Create systems that strengthen your business

FIND OUT WHAT IT TAKES TO HAVE THE BEST OF BOTH WORLDS


SCHEDULE A CALL

AS SEEN ON:




BUILD A PLAN THAT WORKS WITH YOUR FLEXIBLE LIFESTYLE


SCHEDULE A CALL

Let’s get to know each other, I want to hear where you want to go.

LISTENING MEETING

We dive deep to help align your money with your values, goals and aspirations.

CREATE A PLAN

You get a customized roadmap that will help guide you to your abundant future.

 

GET STARTED

SCHEDULE A CALL


FINANCE YOUR DREAM LIFESTYLE


Running your own business adds a few more pieces to your financial puzzle. 


Identify what’s most important so your work fuels your lifestyle.


SEND ME THE GUIDE




MEET BRIAN


I believe financial planning should reduce your anxiety, provide you with clarity, and align your finances to create the life you want for you and your family.

As a CERTIFIED FINANCIAL PLANNER™ professional, I help solo business owners and their families build financial plans that support your lifestyle and business.


Stage 1Stage 2
INITIAL FINANCIAL PLANNINGIMPLEMENTATION & ACCOUNTABILITY

Build a system that helps support smart financial decisions.

Stay on track & keep working toward your goals with a CFP® professional on your team.

 


SEE PLANS & PRICING



LET YOUR WORK FUEL YOUR LIFESTYLE

FINANCIAL PLANNING FOR PEOPLE WHO CRAVE FLEXIBILITY

  • Stop jumping from one fire to the next
  • Keep stress at bay so you can focus on what you love
  • Build stability so you can give more
  • Create systems that empower your business to grow
  • Find opportunities that work with your lifestyle, not against it
  • Make space for your ideas to flourish
  • Enjoy stress-free living that aligns with your values & dreams.

CALL TODAY