Independent Financial Advisor for Entrepreneurs
Get personal financial advice to help you reach your entrepreneurial dreams.
Align your savings, investments, and business strategies to find the freedom you seek.
Entrepreneurs face
an all-too-common problem
You started your business for the freedom it could bring–a life of choice, flexibility, and ease–but, it’s still out of reach. You are excellent at making money, and you work hard for it! But you wonder, could my money work harder for me?
This leads to other questions:
Can my business and investments work more in concert?
How do I make the most of my money, so I can step back from the hustle?
Is there an easier way to financially achieve the freedom I desire?
Examine your financial
life holistically to live well
Brian can help you align your entrepreneurial pursuits with the savings and investments you’ve already built. You can do this in a low-risk way, enjoying life now while growing your money for the future.
Maximize returns on your business investment
Decide when to save and when to invest in the stock market
Optimize your approach to money across all areas of life
Entrepreneurship is the golden ticket to a life of meaningful financial freedom. Your hunch was right all along. Brian can show you how to find that freedom in three years.
What we seek is
Time Freedom
Brian’s philosophy prioritizes “Time Freedom First.”
“Like most of us, I believed financial freedom unlocked time freedom. I thought I had to retire or become independently wealthy to take back control of my time.
Then, I discovered I had it backward. When we use what we’ve already saved to prioritize Time Freedom first, money–often lots of it–will follow.
Time Freedom is achieved much faster than absolute financial freedom.”
How Close Are You
to Time Freedom?
Wondering where you stand on your path to true time freedom?
Take the Time Freedom Quiz—a quick and insightful assessment based on Brian’s proven framework and the latest insights from his upcoming book. In just a few minutes, you’ll get clarity on:
Where you are right now
What’s holding you back
The next best step to move forward with confidence
About Brian
Brian is an author, speaker, three-time founder, entrepreneurship coach, and Registered Investment Advisor.
For years, Brian followed the conventional path to success—climbing the corporate ladders at Accenture and UCSF Health. He worked long hours, saved diligently, and did everything you’re supposed to do financially. He had security, but no freedom to live his best life–his time was not his own.
Brian has since built a lifestyle business that prioritizes flexibility but still supports his financial goals. He works on his terms—ramping up and down as he chooses. During the summer, you’ll find him at his cabin on Lake Seventeen in beautiful Hazelhurst, Wisconsin.
To make this new life possible, he leverages an investment strategy designed for entrepreneurs.
Services offered
If you seek meaningful freedom and a lifestyle full of choice, flexibility, and ease, you’re in the right place.
Let’s take a comprehensive look at your savings, investments, and your business to discover the earliest age you can reach Time Freedom and begin working on your terms, free from financial worry.
Prefer to Explore on Your Own?
Get Started Yourself
Free
The Time Freedom Calculator builds on a traditional retirement calculator, integrating your business income to give you confidence in your financial future.
Solve for your “free age,” the age you reach Time Freedom. Be sure to check out the online help videos and join our free community to get the most out of the calculator.
Prefer a Guided Approach?
Book a 90-minute Session
$499
If you prefer guidance, Brian can create your financial projections. He’ll need some financial details, but just enough to forecast when you will achieve Time Freedom.
Learn how Brian manages investments for entrepreneur clients to see if it’s the right fit for you. It all begins with a full understanding of your financial picture.
Get started now
Book a time to meet, and pay for your session.
Share a few key details about your lifestyle, savings and investments, business income, plua any special topics you'd like to discuss.
Meet for 90 minutes, and leave with your Time Freedom Forecast!