About us
Financial planning for the life you want to live.
Introduction
Throughline is a financial planning practice for people who want a plan they'll actually use. The work isn't about managing your money. It's about closing the gap between what you value and what you actually do with it.
Brian spent nearly two decades on the other side of the one-percent industry. From that seat, he saw what people carried in the door: fees they'd never noticed, minimums that had turned them away, 100-page plans that lived in drawers, and the "1980s stockbroker with a briefcase" energy that made real conversations impossible.
He also saw who was still hard to serve well. Business owners whose wealth was tied up in the business. Mid-career families stretched thin. So he built Throughline to bring the plan, the books, and the business into one conversation. Flat fee. No judgment. Honest advice about what actually changes your financial life.
Our Values
Purposeful action. Present Focus. Aligned Choices.IntentionAutonomy. Financial independence. Optionality. Accountability.FreedomIntegrated. Inside-out living. Authentic abundance.Congruence
Brian Talbott is a CERTIFIED FINANCIAL PLANNER™ with more than 20 years of experience. He’s a husband, father of three incredible children, and small business owner.
He's been told, more than once, that he should have been a therapist. He takes that as one of the highest compliments a financial planner can get. This work is close to it: making space to say the hard things out loud, without being judged, and figuring out what you actually want your money to do.
“If I want to see what you truly value, show me your calendar and show me your checking account.”
The best plan is the one you actually start.
Book a first conversation. 30 minutes, no cost, no pitch, no judgement. If we're not the right fit for each other, we'll tell you honestly and point you somewhere that is.