Helping Your Business Build Success
Develop Your Path to Greatness
At The Financial Braintrust, our business is helping your people & business succeed. Whether you need help with business planning, Financial planning, need back-office support or need to change up your game to higher-level executive action, we’ve got programs and services you need to make your business rock.
Founded by Rick Wallace in 1999, we’ve had over 20 years of experience in helping individuals and entrepreneurs develop success in their business and personal lives. Our focus is finding areas where your business could be more productive and successful and then helping you develop the path to get it there, as well as individual create long-term financial success through educational programs and strategic development.
Professional Services
We offer a variety of professional services that help you achieve your business goals. Do you need help with building a comprehensive business plan to get financing? What about one-on-one mentoring to take your career to the next level? We’ve got that.
Comprehensive Programs
Our dynamic programs cover businesses in a variety of stages and sizes. Whether you’re just starting out, have too many hats as an SME owner, need high-level executive mentoring, or need marketing tips that fit your schedule, our programs fit the bill.
Amazing Results
Where do we deliver the most? In our client’s results. We’ve worked with companies from single-person startups to Fortune 500 executives and everything in between. We provide a guarantee that if you follow our plan and don’t see amazing results, you don’t pay.