facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

LIVE LIFE FULLY

Aligning your spending with your values creates space to work, play and give.


Financial planning for solo business owners & their families.  

Every now and again an idyllic moment sneaks into your day. The light is just right, the temperature is perfect, you’re doing something you love and sharing it with the people you love most.

In that moment, the future seems so clear. Then the light shifts and the feeling fades. Doubts about the future creep in. You love what you do. You’ve got creative control, flexibility to set your schedule, time to pursue your passions.

But there are a few things missing -- like corporate benefits and a health plan you can rely on.

How do you fill the gaps and make sure you’re protected and prepared for the future?

It’s not about money, it’s about a fulfilling lifestyle.

Growing up I enjoyed my parents’ involvement in my life and activities. They were in the community, the PTA, the Little League board, and building a Boys & Girls’ club. While other parents spent long hours commuting to and from the city, my parents traded high power careers for businesses that fit the lifestyle they desired.

Knowing I wanted the same flexibility with my own family, I followed their example in 2009 and started my own solo-practice. I traded the security of a larger firm for the ability to coach my daughter’s soccer team and volunteer on community boards. I’ve never looked back.

I made a plan and I built the lifestyle I wanted all while securing the future stability of my family.

Now I help my clients build financial plans for their families that fit their entrepreneurial career choices. Working together we cut down the stress that comes with being out on your own and give you more time to pursue what you love.

With a financial plan in place, you’ll have more time, energy and confidence to enjoy the things you love most. You’ll spend less energy stressing over finances and you’ll let go of the guilt that can come with spending money.

GETTING THE RIGHT PLANNER ON YOUR TEAM

I’m a CERTIFIED FINANCIAL PLANNER™ professional, having met the educational requirements, passed both the rigorous CFP® exam and fulfilled 6,000 hours of required experience. The CFP® professional approach looks beyond your investments and into your entire financial well-being. I have a fiduciary obligation to put your best interests at the forefront of all our planning efforts.

Beyond that, I’m a business owner, working to balance the same things you are--creating time to work, spend time with family and give back to the community. 

My approach:

If you’ve got an entrepreneurial drive, we are going to go deeper than spreadsheets and numbers.

Planning sessions often include:

  • How to make intentional decisions that keep you focused on what’s most important to you. 
  • Finding the tools you need to break old habits and adopt healthy approaches to money. 
  • Keeping lines of communication open with your spouse and deepening your partnership.

CREATE A PLAN THAT'S RIGHT FOR YOU:


STAGE 1: 

Initial Financial Plan

Build a system that helps support smart financial decisions and answers your self-employment questions.

This quick start to financial planning will help align your money so you have more time to pursue your passions.

Included in the Plan:

  • Initial “Get to know you” Call 
  • Online access to the Right Capital planning platform
  • 2 to 3 in-person or virtual meetings to craft & create your initial plan in Right Capital
  • List of your next action steps

STAGE 2: 

On-Going Financial Planning & Advice

Pair your flexible financial plan with ongoing support and accountability and stay focused on your business and life goals.

Ongoing financial management keeps Brian Plain, CFP ® and his financial know-how on your team. 

Included in the Plan:

  • Initial "Get to Know You" Call
  • Online access to the Right Capital planning platform
  • 2 to 3 in-person or virtual meetings to craft & create your initial plan in Right Capital
  • List of your next action steps & on-going implementation assistance
  • Quarterly plan updates & adjustments
  • Unlimited phone and email support
  • In-person or virtual meetings as needed



Your money empowers you to create a life that balances work and play.

 

Don’t let your money hold you back.  

  • Build a plan 
  • Live stress and guilt free
  • Enjoy life now and feel secure about the future

Let it become the ticket to spending time doing the things you enjoy with the people you love. 

Email Me >>