Learn to understand and control your numbers.
Tailored financial advice to fit your business.
Collaborate with like-minded business owners.
With over 20 years in banking and coaching, Brian combines deep financial knowledge with a genuine passion for helping others succeed.
Think of Brian as your financial air traffic controller—guiding you safely toward your goals.
Testimonials:Short quotes from past clients highlighting Brian’s impact.
Testimonials:Short quotes from past clients highlighting Brian’s impact.
Testimonials:Short quotes from past clients highlighting Brian’s impact.
Gain tools, insights, & strategies to understand your finances
Improve your cash flow
Achieve sustainable profit
Expert guidance without long-term commitments
Get clear, actionable steps to increase profits, streamline operations, & make smarter financial decisions
Clear Money Blocks
Reduce Financial Anxiety
Build Lasting Wealth Habits
The group coaching is a 12-month program that includes a combination of teaching, group coaching and 1:1 coaching to help you integrate what you learn into your business.
You will get two ninety-minute group learning sessions per month and 1:1 coaching time. The 1:1 coaching time helps you understand how to integrate what you learn into your business. 1:1 sessions will be 30 or 60 minutes twice a month as needed.
This is a limited access program, and I provide flexibility so you get what you need to integrate what you learn into your business.
An account prepares your tax return or helps set up bookkeeping and accounting policies to keep score in your business based on a set of rules. This is a financial transformation program that enables you to interpret your results and make future financial decisions with confidence. It is not a “how to do accounting” program.
I have worked as an advisor in an accounting firm and as a commercial banker. In general, bankers expect you to understand financial analysis or have an accountant explain it, and accountants expect you to understand the same thing or have your banker explain it. Most businesses I’ve worked with get lost in the middle of not understanding their finances, and this program serves to empower you to learn what you need to know to make confident financial decisions.
Another generalization is that most accountants provide advice related to tax in the current year and are rarely equipped to provide the specific long-term perspective you will get by working with Brian. Please join me on a Million Dollar Discovery Call to learn more about how this differs from an accountant or a CFO and discover if it’s a better fit for you and your financial future.
If you want to run a business that generates enough profit to make your lifestyle dreams come true, this is for you. This is not suitable for side hustles or tax shelters. It will work for any business owner committed to building a business that funds their dreams. If you are not sure, please join me on a Million Dollar Discovery Call, and we can talk about it.
On this call, we are going to get to know each other. You want to discover if you can trust me, and I want to invest time in getting to know you so I can feel confident I can help. It’s called a Million Dollar Discovery Call because most of the big successes I’ve helped clients achieve can be traced back to a breakthrough that happens during a conversation that leads to a decision that has a big financial impact.
I call it a million dollars because often the impact is greater than that, and I will go into this call with the mindset that I want it to lead to a million-dollar impact. Results are not guaranteed, but imagine what would happen if we shot for that million-dollar impact.
No. However, hypnosis is a coaching tool that I have become certified in as a Certified Consulting Hypnotist, and it helps us make the behavioural changes we want so we can achieve the goals we want. All programs will include my insights, perspectives, and mindset philosophies to help you, but hypnosis sessions are only available intentionally.
Hypnosis is a gentle process where you are guided into a mental state of focused relaxation. I will not make you cluck like a chicken, and you will remain in control the entire time. Hypnotists help people with everyday problems achieve their goals. I used to be coy about being a hypnotist, but I’ve witnessed such dramatic transformation in my clients that it is a tool that I can’t ignore.
I believe it’s an essential tool for business owners to help relieve anxiety and integrate new habits and behaviours they need so they can keep up with running their business.
Please schedule a Million Dollar Discovery Call, and we can discuss hypnosis and if it’s right for you.