Brian Thompson Financial LLC
3660 N. Lake Shore Dr.
Chicago, IL 60613
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
As both a tax attorney and a CERTIFIED FINANCIAL PLANNER™, I provide comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. Whether you're a small business, freelancer or consultant, this is the place for you. I hold a special place in my heart for small-business owners. I spent a decade defending them against the IRS as a tax attorney and have become one as a financial advisor. It’s a position filled with hope and opportunity. It gives you the most flexibility to create the life that you want. I also understand the added stresses of running a business while being a person of color and a part of the LGBTQ+ community. You may feel like you don't have access to the knowledge that others do. I'm here to help lift some of that weight from your shoulders.Specialties
LGBTQ+, Business Owners, Life Planning
About Brian Thompson
Because of my service to the LGBTQ+ community, I was awarded the Inspiring Leader Award by the National Association of Personal Financial Advisors (NAPFA) in 2018. I was also named to InvestmentNews’ 2018 “40 under 40”. I’m a senior contributor to Forbes and NAPFA Advisor Magazine’s Efficient Planner Column. You can learn more about me and my story in my profile in the New York Times and on my podcast interview that was featured on The Huffington Post. I graduated cum laude from DePauw University and obtained my Juris Doctor from Boston University School of Law. I earned my Certificate in Financial Planning from Boston University Center for Professional Planning and received my CERTIFIED FINANCIAL PLANNER™ designation in 2012.
Fee-only, flat fee
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